Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
9.62%
6.00%
1 Year
2.22%
4.90%
3 Years
18.64%
18.50%
5 Years
16.68%
—
Since Inception
18.59%
16.60%
Fund Age
5 yrs
3 yrs
AUM
₹159.01 Cr
₹209.72 Cr
Alpha – 1 Year
−0.76%
0.20%
Alpha – 3 Years
6.74%
6.40%
Information Ratio – 3 Years
0.40
1.16
Volatility – 1 Year
25.41%
19.79%
Volatility – 3 Years
25.71%
17.07%
Beta – 1 Year
1.32
1.06
Beta – 3 Years
1.31
1.05
Sharpe Ratio – 1 Year
-0.02
0.07
Sharpe Ratio – 3 Years
0.58
0.81
Worst Rolling Year
17.76%
18.52%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−32.80%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 67% · M 33%
Number of Stocks
95
24
Portfolio P/E
—
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%