Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
−0.04%
6 Months
9.62%
−3.71%
1 Year
2.22%
−1.23%
3 Years
18.64%
7.88%
5 Years
16.68%
5.71%
Since Inception
18.59%
9.28%
Fund Age
5 yrs
7 yrs 1 mo
AUM
₹159.01 Cr
₹2.48 Cr
Alpha – 1 Year
−0.76%
−5.95%
Alpha – 3 Years
6.74%
−4.21%
Information Ratio – 3 Years
0.40
-1.27
Volatility – 1 Year
25.41%
17.16%
Volatility – 3 Years
25.71%
14.17%
Beta – 1 Year
1.32
0.98
Beta – 3 Years
1.31
0.90
Sharpe Ratio – 1 Year
-0.02
-0.29
Sharpe Ratio – 3 Years
0.58
0.17
Worst Rolling Year
17.76%
5.24%
Value at Worst Rolling Year
₹1.18 Cr
₹1.05 Cr
Deepest Drawdown
−32.80%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 92% · M 4%
Number of Stocks
95
26
Portfolio P/E
—
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%