Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
4.43%
6 Months
9.62%
22.24%
1 Year
2.22%
21.33%
3 Years
18.64%
15.83%
5 Years
16.68%
20.63%
Since Inception
18.59%
19.53%
Fund Age
5 yrs
11 yrs
AUM
₹159.01 Cr
₹101.92 Cr
Alpha – 1 Year
−0.76%
21.68%
Alpha – 3 Years
6.74%
6.83%
Information Ratio – 3 Years
0.40
0.61
Volatility – 1 Year
25.41%
21.87%
Volatility – 3 Years
25.71%
21.68%
Beta – 1 Year
1.32
1.10
Beta – 3 Years
1.31
1.12
Sharpe Ratio – 1 Year
-0.02
0.75
Sharpe Ratio – 3 Years
0.58
0.65
Worst Rolling Year
17.76%
-17.09%
Value at Worst Rolling Year
₹1.18 Cr
₹0.83 Cr
Deepest Drawdown
−32.80%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
28.84%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 15% · M 12% · S 59%
Number of Stocks
95
65
Portfolio P/E
—
51.62
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%