Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
1.47%
6 Months
9.62%
5.42%
1 Year
2.22%
9.64%
3 Years
18.64%
10.36%
5 Years
16.68%
7.75%
Since Inception
18.59%
11.08%
Fund Age
5 yrs
9 yrs 11 mo
AUM
₹159.01 Cr
₹66.05 Cr
Alpha – 1 Year
−0.76%
9.99%
Alpha – 3 Years
6.74%
1.36%
Information Ratio – 3 Years
0.40
0.51
Volatility – 1 Year
25.41%
17.05%
Volatility – 3 Years
25.71%
14.23%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.31
1.00
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.58
0.40
Worst Rolling Year
17.76%
0.57%
Value at Worst Rolling Year
₹1.18 Cr
₹1.01 Cr
Deepest Drawdown
−32.80%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
28.84%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 84% · M 12%
Number of Stocks
95
23
Portfolio P/E
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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