Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Magadh - Future Stars
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%
3.10%
6 Months
9.62%
4.24%
1 Year
2.22%
17.00%
3 Years
18.64%
21.79%
5 Years
16.68%
20.77%
Since Inception
18.59%
20.65%
Fund Age
5 yrs
5 yrs
AUM
₹159.01 Cr
₹88.27 Cr
Alpha – 1 Year
−0.76%
12.28%
Alpha – 3 Years
6.74%
9.70%
Information Ratio – 3 Years
0.40
1.38
Volatility – 1 Year
25.41%
20.96%
Volatility – 3 Years
25.71%
18.52%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.31
1.04
Sharpe Ratio – 1 Year
-0.02
0.60
Sharpe Ratio – 3 Years
0.58
1.04
Worst Rolling Year
17.76%
21.72%
Value at Worst Rolling Year
₹1.18 Cr
₹1.22 Cr
Deepest Drawdown
−32.80%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 19% · M 45% · S 35%
Number of Stocks
95
25
Portfolio P/E
—
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%