Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
9.62%
24.70%
1 Year
2.22%
21.80%
3 Years
18.64%
16.46%
5 Years
16.68%
12.29%
Since Inception
18.59%
17.31%
Fund Age
5 yrs
7 yrs 2 mo
AUM
₹159.01 Cr
₹328.39 Cr
Alpha – 1 Year
−0.76%
22.15%
Alpha – 3 Years
6.74%
7.46%
Information Ratio – 3 Years
0.40
1.55
Volatility – 1 Year
25.41%
22.56%
Volatility – 3 Years
25.71%
18.01%
Beta – 1 Year
1.32
1.10
Beta – 3 Years
1.31
0.98
Sharpe Ratio – 1 Year
-0.02
0.85
Sharpe Ratio – 3 Years
0.58
1.07
Worst Rolling Year
17.76%
7.49%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−32.80%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
—
Number of Stocks
95
16
Portfolio P/E
—
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%