Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
1.73%
6 Months
9.62%
2.87%
1 Year
2.22%
8.13%
3 Years
18.64%
16.18%
5 Years
16.68%
18.39%
Since Inception
18.59%
20.76%
Fund Age
5 yrs
10 yrs
AUM
₹159.01 Cr
₹12,257.23 Cr
Alpha – 1 Year
−0.76%
5.15%
Alpha – 3 Years
6.74%
4.29%
Information Ratio – 3 Years
0.40
0.41
Volatility – 1 Year
25.41%
17.45%
Volatility – 3 Years
25.71%
14.35%
Beta – 1 Year
1.32
0.98
Beta – 3 Years
1.31
0.87
Sharpe Ratio – 1 Year
-0.02
0.22
Sharpe Ratio – 3 Years
0.58
0.68
Worst Rolling Year
17.76%
-5.58%
Value at Worst Rolling Year
₹1.18 Cr
₹0.94 Cr
Deepest Drawdown
−32.80%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
28.84%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 55% · M 21% · S 12%
Number of Stocks
95
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%