Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Ckredence-Diversified Fund
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%
5.36%
6 Months
9.62%
17.83%
1 Year
2.22%
22.60%
3 Years
18.64%
18.89%
5 Years
16.68%
16.73%
Since Inception
18.59%
18.63%
Fund Age
5 yrs
5 yrs 2 mo
AUM
₹159.01 Cr
₹146.97 Cr
Alpha – 1 Year
−0.76%
17.88%
Alpha – 3 Years
6.74%
6.80%
Information Ratio – 3 Years
0.40
0.75
Volatility – 1 Year
25.41%
20.18%
Volatility – 3 Years
25.71%
16.94%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.31
0.94
Sharpe Ratio – 1 Year
-0.02
0.85
Sharpe Ratio – 3 Years
0.58
0.80
Worst Rolling Year
17.76%
15.50%
Value at Worst Rolling Year
₹1.18 Cr
₹1.16 Cr
Deepest Drawdown
−32.80%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 20% · M 19% · S 58%
Number of Stocks
95
32
Portfolio P/E
—
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%