Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
−0.07%
6 Months
9.62%
3.00%
1 Year
2.22%
7.37%
3 Years
18.64%
7.34%
5 Years
16.68%
—
Since Inception
18.59%
8.94%
Fund Age
5 yrs
3 yrs 9 mo
AUM
₹159.01 Cr
₹2.69 Cr
Alpha – 1 Year
−0.76%
2.65%
Alpha – 3 Years
6.74%
−4.75%
Information Ratio – 3 Years
0.40
-0.75
Volatility – 1 Year
25.41%
19.15%
Volatility – 3 Years
25.71%
17.20%
Beta – 1 Year
1.32
1.07
Beta – 3 Years
1.31
1.05
Sharpe Ratio – 1 Year
-0.02
0.19
Sharpe Ratio – 3 Years
0.58
0.19
Worst Rolling Year
17.76%
6.80%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−32.80%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
9.65%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
—
Number of Stocks
95
—
Portfolio P/E
—
—
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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%