Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
3.17%
6 Months
7.52%
10.91%
1 Year
10.06%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
8.30%
18.07%
Fund Age
14 mo
9 yrs 2 mo
AUM
₹27.97 Cr
₹11,464.61 Cr
Alpha – 1 Year
7.08%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
20.30%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.01
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.30
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−12.48%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 24% · M 11% · S 66%
Number of Stocks
62
—
Portfolio P/E
—
21.80
Top 5 Holdings
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%