Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Tamohara - TRUFFLE
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%
8.72%
6 Months
9.62%
28.59%
1 Year
2.22%
28.02%
3 Years
18.64%
18.67%
5 Years
16.68%
17.18%
Since Inception
18.59%
20.03%
Fund Age
5 yrs
5 yrs 4 mo
AUM
₹159.01 Cr
₹221.27 Cr
Alpha – 1 Year
−0.76%
28.37%
Alpha – 3 Years
6.74%
9.68%
Information Ratio – 3 Years
0.40
0.87
Volatility – 1 Year
25.41%
22.32%
Volatility – 3 Years
25.71%
17.88%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
1.31
0.95
Sharpe Ratio – 1 Year
-0.02
0.99
Sharpe Ratio – 3 Years
0.58
0.81
Worst Rolling Year
17.76%
13.69%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−32.80%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 19% · M 4% · S 74%
Number of Stocks
95
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –