BADJATE GROWTH FUND PMS: Returns, Portfolio & Fees

PMS · Equity · Large & Mid Cap

BADJATE GROWTH FUND

Fund size₹28 Cr

IRRSince inception8.30%

1Y return10.06%

Fund age14 mo

Fund Manager

ANUJ BADJATE

Fund Manager, PMS, Badjate Wealth

Over 30 years of experience in equity business. He has been a pioneer in the field of equity research and holds many multi-bagger stock identifications to his name. He preaches and practices the phrase “Create Wealth, Not Just Profits”. He is the promoter of Jain International School, Little Jewels Kindergarten and SB Jain Institute of Technology Management and Research in Nagpur. He has also acquired educational qualifications like M.Com and MBA from Nagpur University.

Managing AUM₹187 Cr

Growth of₹Cr

BADJATE GROWTH

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
BADJATE GROWTH	10.28%	10.06%	—	—	—	8.30%
Nifty 500	−1.07%	2.98%	—	—	—	4.00%
Excess over benchmark	11.35%	7.08%	—	—	—	4.30%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

20.30%

Benchmark approx 15.95%

A standard deviation reflecting historical swings.

Sensitivity

1.01

Beta vs benchmark 1.00 · 1% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.30

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −12.48%, and recovered on 22 Apr 2026.

Max drawdowns

−12.48%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−12.48%	–	22 Apr 2026	–
Benchmark	31 Jul 2025	30 Mar 2026	−14.69%	242 days	–	–

Scheme

Peak–

Trough–

Depth−12.48%

Fell over–

Recovered22 Apr 2026

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−14.69%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

Asset class

Equity

Market cap

Large cap46.38%

Mid cap13.70%

Small cap31.56%

Cash & others8.36%

As on 31 Jul 2026

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 18.33% gross return.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Shared upside

Fixed Management Fee1.25% / yr

Performance Fee15% of profit

Hurdle RateAbove 10%

Lock-in: Nil.

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