Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
−2.26%
6 Months
9.62%
9.35%
1 Year
2.22%
10.43%
3 Years
18.64%
15.16%
5 Years
16.68%
—
Since Inception
18.59%
21.24%
Fund Age
5 yrs
4 yrs 11 mo
AUM
₹159.01 Cr
₹16.88 Cr
Alpha – 1 Year
−0.76%
8.57%
Alpha – 3 Years
6.74%
3.08%
Information Ratio – 3 Years
0.40
0.34
Volatility – 1 Year
25.41%
33.08%
Volatility – 3 Years
25.71%
27.65%
Beta – 1 Year
1.32
1.54
Beta – 3 Years
1.31
1.38
Sharpe Ratio – 1 Year
-0.02
0.28
Sharpe Ratio – 3 Years
0.58
0.51
Worst Rolling Year
17.76%
12.88%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−32.80%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 9% · M 17% · S 71%
Number of Stocks
95
16
Portfolio P/E
—
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%