Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
9.62%
9.86%
1 Year
2.22%
32.16%
3 Years
18.64%
19.13%
5 Years
16.68%
12.16%
Since Inception
18.59%
16.12%
Fund Age
5 yrs
5 yrs 10 mo
AUM
₹159.01 Cr
₹170.31 Cr
Alpha – 1 Year
−0.76%
27.44%
Alpha – 3 Years
6.74%
7.04%
Information Ratio – 3 Years
0.40
0.58
Volatility – 1 Year
25.41%
17.07%
Volatility – 3 Years
25.71%
17.73%
Beta – 1 Year
1.32
0.65
Beta – 3 Years
1.31
0.86
Sharpe Ratio – 1 Year
-0.02
1.42
Sharpe Ratio – 3 Years
0.58
0.79
Worst Rolling Year
17.76%
0.71%
Value at Worst Rolling Year
₹1.18 Cr
₹1.01 Cr
Deepest Drawdown
−32.80%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
28.84%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 11% · M 1% · S 72%
Number of Stocks
95
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%