Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
0.30%
6 Months
7.52%
26.99%
1 Year
10.06%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
8.30%
35.84%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹27.97 Cr
₹521.91 Cr
Alpha – 1 Year
7.08%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.01
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−12.48%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
—
Number of Stocks
62
49
Portfolio P/E
—
21.17
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%
—
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—