Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Eureka signature approach
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%
0.53%
6 Months
9.62%
8.20%
1 Year
2.22%
10.87%
3 Years
18.64%
16.09%
5 Years
16.68%
14.49%
Since Inception
18.59%
9.93%
Fund Age
5 yrs
8 yrs 9 mo
AUM
₹159.01 Cr
₹64.23 Cr
Alpha – 1 Year
−0.76%
7.11%
Alpha – 3 Years
6.74%
5.20%
Information Ratio – 3 Years
0.40
0.63
Volatility – 1 Year
25.41%
21.13%
Volatility – 3 Years
25.71%
19.82%
Beta – 1 Year
1.32
1.16
Beta – 3 Years
1.31
1.20
Sharpe Ratio – 1 Year
-0.02
0.35
Sharpe Ratio – 3 Years
0.58
0.59
Worst Rolling Year
17.76%
-6.69%
Value at Worst Rolling Year
₹1.18 Cr
₹0.93 Cr
Deepest Drawdown
−32.80%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
28.84%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 25% · M 25% · S 42%
Number of Stocks
95
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / –