Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Right Horizons - Super Value Fund
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%
3.00%
6 Months
9.62%
20.83%
1 Year
2.22%
12.18%
3 Years
18.64%
13.97%
5 Years
16.68%
17.12%
Since Inception
18.59%
15.75%
Fund Age
5 yrs
13 yrs 8 mo
AUM
₹159.01 Cr
₹205.48 Cr
Alpha – 1 Year
−0.76%
9.20%
Alpha – 3 Years
6.74%
2.09%
Information Ratio – 3 Years
0.40
0.40
Volatility – 1 Year
25.41%
27.53%
Volatility – 3 Years
25.71%
22.15%
Beta – 1 Year
1.32
1.45
Beta – 3 Years
1.31
1.20
Sharpe Ratio – 1 Year
-0.02
0.35
Sharpe Ratio – 3 Years
0.58
0.55
Worst Rolling Year
17.76%
-9.57%
Value at Worst Rolling Year
₹1.18 Cr
₹0.90 Cr
Deepest Drawdown
−32.80%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
28.84%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 7% · M 14% · S 74%
L 17% · M 21% · S 60%
Number of Stocks
95
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%