Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
2.78%
6 Months
7.52%
1.92%
1 Year
10.06%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
6.17%
Fund Age
14 mo
2 yrs 2 mo
AUM
₹27.97 Cr
₹22.98 Cr
Alpha – 1 Year
7.08%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−16.17%
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%
L 61% · M 14% · S 21%
Number of Stocks
62
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%