Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
10.96%
6 Months
7.52%
14.84%
1 Year
10.06%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
20.33%
Fund Age
14 mo
3 yrs
AUM
₹27.97 Cr
₹214.05 Cr
Alpha – 1 Year
7.08%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.30%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.01
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.30
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.48%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 12% · M 21% · S 55%
Number of Stocks
62
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%