Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
5.27%
6 Months
9.62%
15.28%
1 Year
2.22%
11.46%
3 Years
18.64%
12.93%
5 Years
16.68%
14.25%
Since Inception
18.59%
20.43%
Fund Age
5 yrs
8 yrs 1 mo
AUM
₹159.01 Cr
₹7.34 Cr
Alpha – 1 Year
−0.76%
11.81%
Alpha – 3 Years
6.74%
3.93%
Information Ratio – 3 Years
0.40
0.17
Volatility – 1 Year
25.41%
25.10%
Volatility – 3 Years
25.71%
27.35%
Beta – 1 Year
1.32
1.24
Beta – 3 Years
1.31
1.14
Sharpe Ratio – 1 Year
-0.02
0.33
Sharpe Ratio – 3 Years
0.58
0.39
Worst Rolling Year
17.76%
12.27%
Value at Worst Rolling Year
₹1.18 Cr
₹1.12 Cr
Deepest Drawdown
−32.80%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
29.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 8% · M 5% · S 83%
Number of Stocks
95
33
Portfolio P/E
—
30.34
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%
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%