Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
9.62%
2.04%
1 Year
2.22%
13.04%
3 Years
18.64%
15.74%
5 Years
16.68%
14.15%
Since Inception
18.59%
15.13%
Fund Age
5 yrs
14 yrs 1 mo
AUM
₹159.01 Cr
₹850.7 Cr
Alpha – 1 Year
−0.76%
13.39%
Alpha – 3 Years
6.74%
6.74%
Information Ratio – 3 Years
0.40
1.02
Volatility – 1 Year
25.41%
18.01%
Volatility – 3 Years
25.71%
15.42%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.31
0.99
Sharpe Ratio – 1 Year
-0.02
0.48
Sharpe Ratio – 3 Years
0.58
0.76
Worst Rolling Year
17.76%
-19.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.81 Cr
Deepest Drawdown
−32.80%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
28.84%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 7% · M 14% · S 74%
L 53% · M 28% · S 13%
Number of Stocks
95
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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)
—
2% / 1% / 0%