Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
9.62%
8.08%
1 Year
2.22%
10.16%
3 Years
18.64%
15.60%
5 Years
16.68%
—
Since Inception
18.59%
19.84%
Fund Age
5 yrs
6 yrs 11 mo
AUM
₹159.01 Cr
₹3.18 Cr
Alpha – 1 Year
−0.76%
7.18%
Alpha – 3 Years
6.74%
3.72%
Information Ratio – 3 Years
0.40
0.60
Volatility – 1 Year
25.41%
19.93%
Volatility – 3 Years
25.71%
18.09%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.31
1.14
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.58
0.60
Worst Rolling Year
17.76%
14.68%
Value at Worst Rolling Year
₹1.18 Cr
₹1.15 Cr
Deepest Drawdown
−32.80%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 31% · M 55% · S 12%
Number of Stocks
95
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –