Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
CAPITAL 8 INFINITY FUND
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%
5.13%
6 Months
9.62%
16.71%
1 Year
2.22%
27.85%
3 Years
18.64%
—
5 Years
16.68%
—
Since Inception
18.59%
26.02%
Fund Age
5 yrs
2 yrs 6 mo
AUM
₹159.01 Cr
₹177.44 Cr
Alpha – 1 Year
−0.76%
23.13%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
25.41%
22.56%
Volatility – 3 Years
25.71%
—
Beta – 1 Year
1.32
0.79
Beta – 3 Years
1.31
—
Sharpe Ratio – 1 Year
-0.02
0.96
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.84%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 6% · M 15% · S 32%
Number of Stocks
95
18
Portfolio P/E
—
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%