Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Right Horizons - Alliance
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%
1.80%
6 Months
9.62%
2.80%
1 Year
2.22%
4.89%
3 Years
18.64%
12.23%
5 Years
16.68%
10.64%
Since Inception
18.59%
8.93%
Fund Age
5 yrs
12 yrs
AUM
₹159.01 Cr
₹134.76 Cr
Alpha – 1 Year
−0.76%
−1.08%
Alpha – 3 Years
6.74%
1.34%
Information Ratio – 3 Years
0.40
0.07
Volatility – 1 Year
25.41%
10.79%
Volatility – 3 Years
25.71%
9.62%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.31
1.10
Sharpe Ratio – 1 Year
-0.02
-0.01
Sharpe Ratio – 3 Years
0.58
0.69
Worst Rolling Year
17.76%
0.05%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−32.80%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
28.84%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 50% · M 11% · S 8%
Number of Stocks
95
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –