Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Right Horizons - All Seasons
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%
1.32%
6 Months
9.62%
3.83%
1 Year
2.22%
9.77%
3 Years
18.64%
13.19%
5 Years
16.68%
12.01%
Since Inception
18.59%
14.38%
Fund Age
5 yrs
6 yrs 8 mo
AUM
₹159.01 Cr
₹42.66 Cr
Alpha – 1 Year
−0.76%
3.80%
Alpha – 3 Years
6.74%
2.30%
Information Ratio – 3 Years
0.40
0.23
Volatility – 1 Year
25.41%
15.84%
Volatility – 3 Years
25.71%
12.64%
Beta – 1 Year
1.32
1.56
Beta – 3 Years
1.31
1.48
Sharpe Ratio – 1 Year
-0.02
0.32
Sharpe Ratio – 3 Years
0.58
0.70
Worst Rolling Year
17.76%
9.09%
Value at Worst Rolling Year
₹1.18 Cr
₹1.09 Cr
Deepest Drawdown
−32.80%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%