Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
9.62%
23.45%
1 Year
2.22%
23.62%
3 Years
18.64%
—
5 Years
16.68%
—
Since Inception
18.59%
12.60%
Fund Age
5 yrs
1 yr 10 mo
AUM
₹159.01 Cr
₹187.26 Cr
Alpha – 1 Year
−0.76%
18.90%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
25.41%
20.87%
Volatility – 3 Years
25.71%
—
Beta – 1 Year
1.32
1.10
Beta – 3 Years
1.31
—
Sharpe Ratio – 1 Year
-0.02
0.87
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
−15.33%
Recovery Period
Not yet recovered
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 9% · M 29% · S 56%
Number of Stocks
95
33
Portfolio P/E
—
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%