Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
9.62%
0.50%
1 Year
2.22%
6.34%
3 Years
18.64%
19.74%
5 Years
16.68%
16.62%
Since Inception
18.59%
20.10%
Fund Age
5 yrs
6 yrs 1 mo
AUM
₹159.01 Cr
₹56.91 Cr
Alpha – 1 Year
−0.76%
1.64%
Alpha – 3 Years
6.74%
7.64%
Information Ratio – 3 Years
0.40
0.90
Volatility – 1 Year
25.41%
16.52%
Volatility – 3 Years
25.71%
17.18%
Beta – 1 Year
1.32
0.89
Beta – 3 Years
1.31
1.04
Sharpe Ratio – 1 Year
-0.02
0.14
Sharpe Ratio – 3 Years
0.58
0.84
Worst Rolling Year
17.76%
18.93%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−32.80%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 59% · M 40%
Number of Stocks
95
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%