Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
ValueQuest - Platinum
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%
2.62%
6 Months
9.62%
20.31%
1 Year
2.22%
5.50%
3 Years
18.64%
14.22%
5 Years
16.68%
16.13%
Since Inception
18.59%
18.70%
Fund Age
5 yrs
9 yrs 8 mo
AUM
₹159.01 Cr
₹3,491.64 Cr
Alpha – 1 Year
−0.76%
2.52%
Alpha – 3 Years
6.74%
2.33%
Information Ratio – 3 Years
0.40
0.19
Volatility – 1 Year
25.41%
25.24%
Volatility – 3 Years
25.71%
21.26%
Beta – 1 Year
1.32
1.29
Beta – 3 Years
1.31
1.17
Sharpe Ratio – 1 Year
-0.02
0.11
Sharpe Ratio – 3 Years
0.58
0.48
Worst Rolling Year
17.76%
-9.34%
Value at Worst Rolling Year
₹1.18 Cr
₹0.91 Cr
Deepest Drawdown
−32.80%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
28.84%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 23% · M 15% · S 57%
Number of Stocks
95
30
Portfolio P/E
—
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 1%