Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
7.67%
6 Months
9.62%
27.70%
1 Year
2.22%
47.52%
3 Years
18.64%
23.98%
5 Years
16.68%
15.87%
Since Inception
18.59%
18.55%
Fund Age
5 yrs
16 yrs 2 mo
AUM
₹159.01 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.76%
42.80%
Alpha – 3 Years
6.74%
11.89%
Information Ratio – 3 Years
0.40
1.12
Volatility – 1 Year
25.41%
28.29%
Volatility – 3 Years
25.71%
20.76%
Beta – 1 Year
1.32
1.36
Beta – 3 Years
1.31
1.07
Sharpe Ratio – 1 Year
-0.02
1.33
Sharpe Ratio – 3 Years
0.58
0.99
Worst Rolling Year
17.76%
-4.58%
Value at Worst Rolling Year
₹1.18 Cr
₹0.95 Cr
Deepest Drawdown
−32.80%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
28.84%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 22% · M 32% · S 42%
Number of Stocks
95
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%