Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Composite India - Emerging Star 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%
5.76%
6 Months
9.62%
25.00%
1 Year
2.22%
17.14%
3 Years
18.64%
16.20%
5 Years
16.68%
15.34%
Since Inception
18.59%
19.60%
Fund Age
5 yrs
7 yrs 3 mo
AUM
₹159.01 Cr
₹127.23 Cr
Alpha – 1 Year
−0.76%
12.42%
Alpha – 3 Years
6.74%
4.43%
Information Ratio – 3 Years
0.40
0.38
Volatility – 1 Year
25.41%
23.12%
Volatility – 3 Years
25.71%
20.20%
Beta – 1 Year
1.32
1.18
Beta – 3 Years
1.31
1.05
Sharpe Ratio – 1 Year
-0.02
0.56
Sharpe Ratio – 3 Years
0.58
0.61
Worst Rolling Year
17.76%
13.55%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−32.80%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 26% · M 19% · S 50%
Number of Stocks
95
101
Portfolio P/E
—
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%