Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
9.62%
7.61%
1 Year
2.22%
−0.76%
3 Years
18.64%
11.28%
5 Years
16.68%
9.58%
Since Inception
18.59%
11.67%
Fund Age
5 yrs
7 yrs 11 mo
AUM
₹159.01 Cr
₹12.5 Cr
Alpha – 1 Year
−0.76%
−3.74%
Alpha – 3 Years
6.74%
−0.61%
Information Ratio – 3 Years
0.40
-0.06
Volatility – 1 Year
25.41%
20.02%
Volatility – 3 Years
25.71%
16.21%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.31
0.91
Sharpe Ratio – 1 Year
-0.02
-0.22
Sharpe Ratio – 3 Years
0.58
0.41
Worst Rolling Year
17.76%
8.66%
Value at Worst Rolling Year
₹1.18 Cr
₹1.09 Cr
Deepest Drawdown
−32.80%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.84%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 14% · S 74%
L 36% · M 30% · S 35%
Number of Stocks
95
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%