Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
0.36%
6 Months
9.62%
5.01%
1 Year
2.22%
−5.33%
3 Years
18.64%
1.25%
5 Years
16.68%
−1.56%
Since Inception
18.59%
10.94%
Fund Age
5 yrs
6 yrs 11 mo
AUM
₹159.01 Cr
₹122.91 Cr
Alpha – 1 Year
−0.76%
−8.31%
Alpha – 3 Years
6.74%
−10.64%
Information Ratio – 3 Years
0.40
-0.98
Volatility – 1 Year
25.41%
16.35%
Volatility – 3 Years
25.71%
16.88%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.31
0.86
Sharpe Ratio – 1 Year
-0.02
-0.59
Sharpe Ratio – 3 Years
0.58
-0.17
Worst Rolling Year
17.76%
-5.79%
Value at Worst Rolling Year
₹1.18 Cr
₹0.94 Cr
Deepest Drawdown
−32.80%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
28.84%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 7% · M 14% · S 74%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%