Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
3.56%
6 Months
9.62%
14.31%
1 Year
2.22%
23.04%
3 Years
18.64%
17.41%
5 Years
16.68%
14.44%
Since Inception
18.59%
16.04%
Fund Age
5 yrs
5 yrs 2 mo
AUM
₹159.01 Cr
₹246.55 Cr
Alpha – 1 Year
−0.76%
18.32%
Alpha – 3 Years
6.74%
5.32%
Information Ratio – 3 Years
0.40
0.69
Volatility – 1 Year
25.41%
16.66%
Volatility – 3 Years
25.71%
14.65%
Beta – 1 Year
1.32
0.91
Beta – 3 Years
1.31
0.83
Sharpe Ratio – 1 Year
-0.02
1.02
Sharpe Ratio – 3 Years
0.58
0.82
Worst Rolling Year
17.76%
13.49%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−32.80%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 31% · M 25% · S 41%
Number of Stocks
95
33
Portfolio P/E
—
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%