Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
MOAT - Moderate Compounders
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%
2.75%
6 Months
9.62%
8.17%
1 Year
2.22%
3.28%
3 Years
18.64%
8.41%
5 Years
16.68%
12.53%
Since Inception
18.59%
11.01%
Fund Age
5 yrs
12 yrs 9 mo
AUM
₹159.01 Cr
₹16.57 Cr
Alpha – 1 Year
−0.76%
−1.44%
Alpha – 3 Years
6.74%
−3.68%
Information Ratio – 3 Years
0.40
-0.32
Volatility – 1 Year
25.41%
20.74%
Volatility – 3 Years
25.71%
17.91%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.31
1.09
Sharpe Ratio – 1 Year
-0.02
0.00
Sharpe Ratio – 3 Years
0.58
0.32
Worst Rolling Year
17.76%
-16.89%
Value at Worst Rolling Year
₹1.18 Cr
₹0.83 Cr
Deepest Drawdown
−32.80%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
28.84%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 7% · M 14% · S 74%
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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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%