Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
5.53%
6 Months
7.52%
38.90%
1 Year
10.06%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
21.65%
Fund Age
14 mo
1 yr 10 mo
AUM
₹27.97 Cr
₹5.18 Cr
Alpha – 1 Year
7.08%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
M 19% · S 76%
Number of Stocks
62
13
Portfolio P/E
—
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%