Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Citrus -Index plus 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%
0.83%
6 Months
9.62%
1.03%
1 Year
2.22%
5.08%
3 Years
18.64%
—
5 Years
16.68%
—
Since Inception
18.59%
2.08%
Fund Age
5 yrs
2 yrs 3 mo
AUM
₹159.01 Cr
₹2.33 Cr
Alpha – 1 Year
−0.76%
5.43%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
25.41%
—
Volatility – 3 Years
25.71%
—
Beta – 1 Year
1.32
—
Beta – 3 Years
1.31
—
Sharpe Ratio – 1 Year
-0.02
—
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
—
Recovery Period
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 55% · M 24% · S 14%
Number of Stocks
95
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Portfolio P/E
—
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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