Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
9.62%
19.62%
1 Year
2.22%
12.19%
3 Years
18.64%
23.51%
5 Years
16.68%
13.96%
Since Inception
18.59%
23.13%
Fund Age
5 yrs
6 yrs 7 mo
AUM
₹159.01 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.76%
9.21%
Alpha – 3 Years
6.74%
11.63%
Information Ratio – 3 Years
0.40
0.83
Volatility – 1 Year
25.41%
26.11%
Volatility – 3 Years
25.71%
21.82%
Beta – 1 Year
1.32
1.32
Beta – 3 Years
1.31
1.14
Sharpe Ratio – 1 Year
-0.02
0.33
Sharpe Ratio – 3 Years
0.58
0.83
Worst Rolling Year
17.76%
12.50%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−32.80%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 14% · M 33% · S 52%
Number of Stocks
95
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%