Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
SBI MF - ESG 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%
2.26%
6 Months
9.62%
18.40%
1 Year
2.22%
9.21%
3 Years
18.64%
13.13%
5 Years
16.68%
13.39%
Since Inception
18.59%
14.83%
Fund Age
5 yrs
10 yrs
AUM
₹159.01 Cr
₹666.2 Cr
Alpha – 1 Year
−0.76%
9.64%
Alpha – 3 Years
6.74%
4.56%
Information Ratio – 3 Years
0.40
0.38
Volatility – 1 Year
25.41%
18.95%
Volatility – 3 Years
25.71%
16.01%
Beta – 1 Year
1.32
0.98
Beta – 3 Years
1.31
0.90
Sharpe Ratio – 1 Year
-0.02
0.27
Sharpe Ratio – 3 Years
0.58
0.52
Worst Rolling Year
17.76%
-3.31%
Value at Worst Rolling Year
₹1.18 Cr
₹0.97 Cr
Deepest Drawdown
−32.80%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
28.84%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 13% · M 17% · S 66%
Number of Stocks
95
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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)
—
1% / 0% / 0%