Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
5.68%
6 Months
9.62%
10.98%
1 Year
2.22%
10.72%
3 Years
18.64%
15.83%
5 Years
16.68%
13.58%
Since Inception
18.59%
14.48%
Fund Age
5 yrs
21 yrs 11 mo
AUM
₹159.01 Cr
₹8.51 Cr
Alpha – 1 Year
−0.76%
6.00%
Alpha – 3 Years
6.74%
3.74%
Information Ratio – 3 Years
0.40
0.71
Volatility – 1 Year
25.41%
16.38%
Volatility – 3 Years
25.71%
14.45%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.31
0.89
Sharpe Ratio – 1 Year
-0.02
0.33
Sharpe Ratio – 3 Years
0.58
0.72
Worst Rolling Year
17.76%
-12.28%
Value at Worst Rolling Year
₹1.18 Cr
₹0.88 Cr
Deepest Drawdown
−32.80%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
28.84%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 7% · M 14% · S 74%
L 23% · M 15% · S 43%
Number of Stocks
95
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%