Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
MASK Prime Picks
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%
1.74%
6 Months
9.62%
3.03%
1 Year
2.22%
3.99%
3 Years
18.64%
8.85%
5 Years
16.68%
8.35%
Since Inception
18.59%
10.50%
Fund Age
5 yrs
8 yrs 2 mo
AUM
₹159.01 Cr
₹274.26 Cr
Alpha – 1 Year
−0.76%
−0.73%
Alpha – 3 Years
6.74%
−3.23%
Information Ratio – 3 Years
0.40
-0.72
Volatility – 1 Year
25.41%
15.72%
Volatility – 3 Years
25.71%
15.15%
Beta – 1 Year
1.32
0.89
Beta – 3 Years
1.31
0.94
Sharpe Ratio – 1 Year
-0.02
-0.08
Sharpe Ratio – 3 Years
0.58
0.27
Worst Rolling Year
17.76%
7.13%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−32.80%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 48% · M 27% · S 18%
Number of Stocks
95
40
Portfolio P/E
—
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%