Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Sundaram Alternate - SISOP
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%
5.72%
6 Months
9.62%
23.48%
1 Year
2.22%
38.68%
3 Years
18.64%
26.01%
5 Years
16.68%
16.58%
Since Inception
18.59%
18.98%
Fund Age
5 yrs
16 yrs 6 mo
AUM
₹159.01 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.76%
33.96%
Alpha – 3 Years
6.74%
13.92%
Information Ratio – 3 Years
0.40
1.27
Volatility – 1 Year
25.41%
28.06%
Volatility – 3 Years
25.71%
20.41%
Beta – 1 Year
1.32
1.39
Beta – 3 Years
1.31
1.06
Sharpe Ratio – 1 Year
-0.02
1.12
Sharpe Ratio – 3 Years
0.58
1.06
Worst Rolling Year
17.76%
-4.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.96 Cr
Deepest Drawdown
−32.80%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
28.84%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 7% · M 14% · S 74%
L 40% · M 32% · S 24%
Number of Stocks
95
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%