Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
3.80%
6 Months
9.62%
7.35%
1 Year
2.22%
9.59%
3 Years
18.64%
7.90%
5 Years
16.68%
12.07%
Since Inception
18.59%
14.25%
Fund Age
5 yrs
13 yrs 1 mo
AUM
₹159.01 Cr
₹106.28 Cr
Alpha – 1 Year
−0.76%
9.94%
Alpha – 3 Years
6.74%
−1.10%
Information Ratio – 3 Years
0.40
-0.12
Volatility – 1 Year
25.41%
15.58%
Volatility – 3 Years
25.71%
14.39%
Beta – 1 Year
1.32
0.83
Beta – 3 Years
1.31
0.84
Sharpe Ratio – 1 Year
-0.02
0.33
Sharpe Ratio – 3 Years
0.58
0.24
Worst Rolling Year
17.76%
-8.02%
Value at Worst Rolling Year
₹1.18 Cr
₹0.92 Cr
Deepest Drawdown
−32.80%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
28.84%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 39% · M 40% · S 18%
Number of Stocks
95
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%