Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
0.50%
6 Months
9.62%
2.02%
1 Year
2.22%
0.60%
3 Years
18.64%
8.21%
5 Years
16.68%
5.75%
Since Inception
18.59%
9.73%
Fund Age
5 yrs
6 yrs
AUM
₹159.01 Cr
₹128.19 Cr
Alpha – 1 Year
−0.76%
1.03%
Alpha – 3 Years
6.74%
−0.36%
Information Ratio – 3 Years
0.40
0.12
Volatility – 1 Year
25.41%
19.24%
Volatility – 3 Years
25.71%
14.76%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.31
0.95
Sharpe Ratio – 1 Year
-0.02
-0.16
Sharpe Ratio – 3 Years
0.58
0.24
Worst Rolling Year
17.76%
0.20%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−32.80%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
28.84%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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)
—
0% / 0% / 0%