Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
11.42%
6 Months
9.62%
35.03%
1 Year
2.22%
37.21%
3 Years
18.64%
27.05%
5 Years
16.68%
21.76%
Since Inception
18.59%
19.33%
Fund Age
5 yrs
6 yrs 10 mo
AUM
₹159.01 Cr
₹2,975 Cr
Alpha – 1 Year
−0.76%
23.77%
Alpha – 3 Years
6.74%
6.78%
Information Ratio – 3 Years
0.40
5.24
Volatility – 1 Year
25.41%
18.59%
Volatility – 3 Years
25.71%
19.39%
Beta – 1 Year
1.32
1.23
Beta – 3 Years
1.31
1.12
Sharpe Ratio – 1 Year
-0.02
1.44
Sharpe Ratio – 3 Years
0.58
0.98
Worst Rolling Year
17.76%
-6.18%
Value at Worst Rolling Year
₹1.18 Cr
₹0.94 Cr
Deepest Drawdown
−32.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
28.84%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
—
Number of Stocks
95
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%