Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Himalaya - EverFlow India 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%
2.85%
6 Months
9.62%
22.81%
1 Year
2.22%
15.74%
3 Years
18.64%
19.34%
5 Years
16.68%
—
Since Inception
18.59%
24.49%
Fund Age
5 yrs
3 yrs 3 mo
AUM
₹159.01 Cr
₹446.96 Cr
Alpha – 1 Year
−0.76%
11.02%
Alpha – 3 Years
6.74%
7.25%
Information Ratio – 3 Years
0.40
0.86
Volatility – 1 Year
25.41%
23.09%
Volatility – 3 Years
25.71%
17.79%
Beta – 1 Year
1.32
1.11
Beta – 3 Years
1.31
0.93
Sharpe Ratio – 1 Year
-0.02
0.51
Sharpe Ratio – 3 Years
0.58
0.79
Worst Rolling Year
17.76%
19.32%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−32.80%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 14% · S 74%
L 19% · S 80%
Number of Stocks
95
30
Portfolio P/E
—
—
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%
—
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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