Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
BugleRock -Special Situations Portfolio
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%
3.43%
6 Months
9.62%
12.26%
1 Year
2.22%
9.01%
3 Years
18.64%
15.14%
5 Years
16.68%
—
Since Inception
18.59%
25.86%
Fund Age
5 yrs
4 yrs
AUM
₹159.01 Cr
₹78.11 Cr
Alpha – 1 Year
−0.76%
4.29%
Alpha – 3 Years
6.74%
3.05%
Information Ratio – 3 Years
0.40
0.50
Volatility – 1 Year
25.41%
23.53%
Volatility – 3 Years
25.71%
19.64%
Beta – 1 Year
1.32
1.22
Beta – 3 Years
1.31
1.04
Sharpe Ratio – 1 Year
-0.02
0.25
Sharpe Ratio – 3 Years
0.58
0.67
Worst Rolling Year
17.76%
15.15%
Value at Worst Rolling Year
₹1.18 Cr
₹1.15 Cr
Deepest Drawdown
−32.80%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
M 3% · S 85%
Number of Stocks
95
20
Portfolio P/E
—
18.26
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 · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%