Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Emkay Investments - ENVI
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%
5.18%
6 Months
9.62%
19.69%
1 Year
2.22%
25.97%
3 Years
18.64%
17.02%
5 Years
16.68%
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Since Inception
18.59%
24.02%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹159.01 Cr
₹101.01 Cr
Alpha – 1 Year
−0.76%
21.25%
Alpha – 3 Years
6.74%
4.93%
Information Ratio – 3 Years
0.40
0.46
Volatility – 1 Year
25.41%
21.63%
Volatility – 3 Years
25.71%
19.42%
Beta – 1 Year
1.32
1.10
Beta – 3 Years
1.31
1.04
Sharpe Ratio – 1 Year
-0.02
0.93
Sharpe Ratio – 3 Years
0.58
0.65
Worst Rolling Year
17.76%
16.82%
Value at Worst Rolling Year
₹1.18 Cr
₹1.17 Cr
Deepest Drawdown
−32.80%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 14% · S 74%
L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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