Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.62%
4.12%
1 Year
2.22%
−0.25%
3 Years
18.64%
10.95%
5 Years
16.68%
10.56%
Since Inception
18.59%
10.62%
Fund Age
5 yrs
13 yrs 8 mo
AUM
₹159.01 Cr
₹41.22 Cr
Alpha – 1 Year
−0.76%
0.18%
Alpha – 3 Years
6.74%
2.39%
Information Ratio – 3 Years
0.40
0.52
Volatility – 1 Year
25.41%
20.61%
Volatility – 3 Years
25.71%
17.57%
Beta – 1 Year
1.32
1.24
Beta – 3 Years
1.31
1.19
Sharpe Ratio – 1 Year
-0.02
-0.18
Sharpe Ratio – 3 Years
0.58
0.46
Worst Rolling Year
17.76%
-10.52%
Value at Worst Rolling Year
₹1.18 Cr
₹0.89 Cr
Deepest Drawdown
−32.80%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
28.84%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 7% · M 14% · S 74%
L 70% · M 29%
Number of Stocks
95
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%