Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
3.93%
6 Months
9.62%
25.32%
1 Year
2.22%
18.21%
3 Years
18.64%
32.70%
5 Years
16.68%
23.63%
Since Inception
18.59%
28.38%
Fund Age
5 yrs
7 yrs 10 mo
AUM
₹159.01 Cr
₹8,686.39 Cr
Alpha – 1 Year
−0.76%
13.49%
Alpha – 3 Years
6.74%
20.61%
Information Ratio – 3 Years
0.40
1.92
Volatility – 1 Year
25.41%
22.97%
Volatility – 3 Years
25.71%
19.40%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.31
0.98
Sharpe Ratio – 1 Year
-0.02
0.61
Sharpe Ratio – 3 Years
0.58
1.30
Worst Rolling Year
17.76%
17.00%
Value at Worst Rolling Year
₹1.18 Cr
₹1.17 Cr
Deepest Drawdown
−32.80%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 37% · M 30% · S 25%
Number of Stocks
95
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%