Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.08%
4.64%
6 Months
9.62%
20.32%
1 Year
2.22%
29.93%
3 Years
18.64%
—
5 Years
16.68%
—
Since Inception
18.59%
15.24%
Fund Age
5 yrs
1 yr 9 mo
AUM
₹159.01 Cr
₹3.17 Cr
Alpha – 1 Year
−0.76%
25.21%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
25.41%
24.54%
Volatility – 3 Years
25.71%
—
Beta – 1 Year
1.32
1.19
Beta – 3 Years
1.31
—
Sharpe Ratio – 1 Year
-0.02
0.97
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.84%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 14% · S 74%
L 28% · M 19% · S 50%
Number of Stocks
95
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –