Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
NJ - Bluechip
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%
−1.21%
6 Months
9.62%
5.09%
1 Year
2.22%
0.26%
3 Years
18.64%
9.53%
5 Years
16.68%
5.40%
Since Inception
18.59%
12.09%
Fund Age
5 yrs
8 yrs 5 mo
AUM
₹159.01 Cr
₹1,644.09 Cr
Alpha – 1 Year
−0.76%
0.61%
Alpha – 3 Years
6.74%
0.54%
Information Ratio – 3 Years
0.40
0.06
Volatility – 1 Year
25.41%
17.94%
Volatility – 3 Years
25.71%
17.25%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
1.31
1.11
Sharpe Ratio – 1 Year
-0.02
-0.20
Sharpe Ratio – 3 Years
0.58
0.31
Worst Rolling Year
17.76%
2.29%
Value at Worst Rolling Year
₹1.18 Cr
₹1.02 Cr
Deepest Drawdown
−32.80%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 49% · M 36% · S 14%
Number of Stocks
95
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%