Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
InCred Capital - Multicap PMS
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%
6.10%
6 Months
9.62%
8.11%
1 Year
2.22%
−2.73%
3 Years
18.64%
11.42%
5 Years
16.68%
12.09%
Since Inception
18.59%
13.75%
Fund Age
5 yrs
5 yrs 5 mo
AUM
₹159.01 Cr
₹205.48 Cr
Alpha – 1 Year
−0.76%
−5.71%
Alpha – 3 Years
6.74%
−0.47%
Information Ratio – 3 Years
0.40
-0.07
Volatility – 1 Year
25.41%
23.93%
Volatility – 3 Years
25.71%
22.69%
Beta – 1 Year
1.32
1.24
Beta – 3 Years
1.31
1.17
Sharpe Ratio – 1 Year
-0.02
-0.23
Sharpe Ratio – 3 Years
0.58
0.35
Worst Rolling Year
17.76%
11.05%
Value at Worst Rolling Year
₹1.18 Cr
₹1.11 Cr
Deepest Drawdown
−32.80%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 28% · M 36% · S 34%
Number of Stocks
95
29
Portfolio P/E
—
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%