Portfolio Management Services (PMS)Compare Schemes
Badjate Multicap Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Badjate Multicap Fund
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
9.62%
1.92%
1 Year
2.22%
0.43%
3 Years
18.64%
—
5 Years
16.68%
—
Since Inception
18.59%
6.17%
Fund Age
5 yrs
2 yrs 2 mo
AUM
₹159.01 Cr
₹22.98 Cr
Alpha – 1 Year
−0.76%
−2.55%
Alpha – 3 Years
6.74%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
25.41%
16.90%
Volatility – 3 Years
25.71%
—
Beta – 1 Year
1.32
0.96
Beta – 3 Years
1.31
—
Sharpe Ratio – 1 Year
-0.02
-0.22
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
17.76%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−32.80%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
95
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%