Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Fractal Capital - Opportunities
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%
5.48%
6 Months
9.62%
13.51%
1 Year
2.22%
1.35%
3 Years
18.64%
13.26%
5 Years
16.68%
—
Since Inception
18.59%
19.28%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹159.01 Cr
₹36.17 Cr
Alpha – 1 Year
−0.76%
−3.37%
Alpha – 3 Years
6.74%
1.17%
Information Ratio – 3 Years
0.40
0.14
Volatility – 1 Year
25.41%
24.66%
Volatility – 3 Years
25.71%
18.82%
Beta – 1 Year
1.32
1.31
Beta – 3 Years
1.31
1.10
Sharpe Ratio – 1 Year
-0.02
-0.05
Sharpe Ratio – 3 Years
0.58
0.48
Worst Rolling Year
17.76%
12.70%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−32.80%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 8% · M 16% · S 76%
Number of Stocks
95
24
Portfolio P/E
—
29.70
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 · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%