Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
4.61%
6 Months
9.62%
3.41%
1 Year
2.22%
20.00%
3 Years
18.64%
24.29%
5 Years
16.68%
—
Since Inception
18.59%
15.71%
Fund Age
5 yrs
4 yrs 7 mo
AUM
₹159.01 Cr
₹129.22 Cr
Alpha – 1 Year
−0.76%
15.28%
Alpha – 3 Years
6.74%
12.20%
Information Ratio – 3 Years
0.40
1.16
Volatility – 1 Year
25.41%
22.01%
Volatility – 3 Years
25.71%
22.99%
Beta – 1 Year
1.32
0.67
Beta – 3 Years
1.31
1.00
Sharpe Ratio – 1 Year
-0.02
0.70
Sharpe Ratio – 3 Years
0.58
1.11
Worst Rolling Year
17.76%
13.28%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−32.80%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
25.12%
5-Year Rolling Windows Positive
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%