Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
9.62%
10.94%
1 Year
2.22%
1.03%
3 Years
18.64%
11.45%
5 Years
16.68%
15.19%
Since Inception
18.59%
27.03%
Fund Age
5 yrs
5 yrs 11 mo
AUM
₹159.01 Cr
₹298.71 Cr
Alpha – 1 Year
−0.76%
−3.69%
Alpha – 3 Years
6.74%
−0.64%
Information Ratio – 3 Years
0.40
-0.04
Volatility – 1 Year
25.41%
27.68%
Volatility – 3 Years
25.71%
23.40%
Beta – 1 Year
1.32
1.45
Beta – 3 Years
1.31
1.22
Sharpe Ratio – 1 Year
-0.02
-0.03
Sharpe Ratio – 3 Years
0.58
0.35
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.84%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 2% · M 2% · S 86%
Number of Stocks
95
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%