Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Master Trust India Growth Strategy
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%
5.45%
6 Months
9.62%
16.85%
1 Year
2.22%
9.30%
3 Years
18.64%
14.05%
5 Years
16.68%
14.30%
Since Inception
18.59%
24.29%
Fund Age
5 yrs
14 yrs 10 mo
AUM
₹159.01 Cr
₹372.24 Cr
Alpha – 1 Year
−0.76%
4.58%
Alpha – 3 Years
6.74%
1.97%
Information Ratio – 3 Years
0.40
0.33
Volatility – 1 Year
25.41%
21.18%
Volatility – 3 Years
25.71%
20.18%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.31
1.12
Sharpe Ratio – 1 Year
-0.02
0.27
Sharpe Ratio – 3 Years
0.58
0.49
Worst Rolling Year
17.76%
-10.46%
Value at Worst Rolling Year
₹1.18 Cr
₹0.90 Cr
Deepest Drawdown
−32.80%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
28.84%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%