Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
2.00%
6 Months
9.62%
4.51%
1 Year
2.22%
15.12%
3 Years
18.64%
22.90%
5 Years
16.68%
—
Since Inception
18.59%
24.96%
Fund Age
5 yrs
4 yrs 7 mo
AUM
₹159.01 Cr
₹136 Cr
Alpha – 1 Year
−0.76%
10.40%
Alpha – 3 Years
6.74%
10.82%
Information Ratio – 3 Years
0.40
1.17
Volatility – 1 Year
25.41%
19.24%
Volatility – 3 Years
25.71%
20.81%
Beta – 1 Year
1.32
1.07
Beta – 3 Years
1.31
1.25
Sharpe Ratio – 1 Year
-0.02
0.55
Sharpe Ratio – 3 Years
0.58
0.85
Worst Rolling Year
17.76%
21.90%
Value at Worst Rolling Year
₹1.18 Cr
₹1.22 Cr
Deepest Drawdown
−32.80%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 53% · M 22% · S 20%
Number of Stocks
95
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%