Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Quest Investment Managers – Flagship
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%
6.42%
6 Months
9.62%
15.63%
1 Year
2.22%
0.27%
3 Years
18.64%
12.69%
5 Years
16.68%
8.81%
Since Inception
18.59%
15.48%
Fund Age
5 yrs
18 yrs 10 mo
AUM
₹159.01 Cr
₹406.27 Cr
Alpha – 1 Year
−0.76%
−4.45%
Alpha – 3 Years
6.74%
0.61%
Information Ratio – 3 Years
0.40
0.21
Volatility – 1 Year
25.41%
22.89%
Volatility – 3 Years
25.71%
19.09%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.31
1.05
Sharpe Ratio – 1 Year
-0.02
-0.11
Sharpe Ratio – 3 Years
0.58
0.45
Worst Rolling Year
17.76%
-10.83%
Value at Worst Rolling Year
₹1.18 Cr
₹0.89 Cr
Deepest Drawdown
−32.80%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
28.84%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 28% · M 26% · S 45%
Number of Stocks
95
29
Portfolio P/E
—
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%