Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Centrum PMS - Micro
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%
5.99%
6 Months
9.62%
26.63%
1 Year
2.22%
16.86%
3 Years
18.64%
13.24%
5 Years
16.68%
17.56%
Since Inception
18.59%
16.65%
Fund Age
5 yrs
10 yrs 1 mo
AUM
₹159.01 Cr
₹11.38 Cr
Alpha – 1 Year
−0.76%
12.14%
Alpha – 3 Years
6.74%
1.15%
Information Ratio – 3 Years
0.40
0.20
Volatility – 1 Year
25.41%
29.32%
Volatility – 3 Years
25.71%
24.13%
Beta – 1 Year
1.32
1.44
Beta – 3 Years
1.31
1.15
Sharpe Ratio – 1 Year
-0.02
0.48
Sharpe Ratio – 3 Years
0.58
0.50
Worst Rolling Year
17.76%
-10.45%
Value at Worst Rolling Year
₹1.18 Cr
₹0.90 Cr
Deepest Drawdown
−32.80%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
28.84%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
M 1% · S 95%
Number of Stocks
95
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%