Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Badjate Multicap Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
9.62%
−1.13%
1 Year
2.22%
6.59%
3 Years
18.64%
20.44%
5 Years
16.68%
16.17%
Since Inception
18.59%
13.07%
Fund Age
5 yrs
15 yrs 3 mo
AUM
₹159.01 Cr
—
Alpha – 1 Year
−0.76%
6.87%
Alpha – 3 Years
6.74%
9.23%
Information Ratio – 3 Years
0.40
1.61
Volatility – 1 Year
25.41%
20.58%
Volatility – 3 Years
25.71%
16.59%
Beta – 1 Year
1.32
1.21
Beta – 3 Years
1.31
1.13
Sharpe Ratio – 1 Year
-0.02
0.15
Sharpe Ratio – 3 Years
0.58
0.90
Worst Rolling Year
17.76%
13.98%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−32.80%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 73% · M 20% · S 7%
Number of Stocks
95
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%