Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.52%
3.42%
6 Months
7.52%
2.89%
1 Year
10.06%
2.59%
3 Years
—
10.39%
5 Years
—
8.86%
Since Inception
8.30%
11.13%
Fund Age
14 mo
5 yrs 6 mo
AUM
₹27.97 Cr
₹63.54 Cr
Alpha – 1 Year
7.08%
−0.39%
Alpha – 3 Years
—
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
20.30%
16.68%
Volatility – 3 Years
—
13.79%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.30
-0.09
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.48%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 69% · M 25% · S 5%
Number of Stocks
62
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%