PMS · Equity · Mid & Small Cap
Badjate Multicap Fund
Fund size₹159 Cr
Alpha (3Y)5.68%
3Y return18.64%
Fund age5 yrs
Fund Manager
Growth of₹Cr
Badjate Multicap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Badjate Multicap | 8.02% | 2.22% | −1.49% | 18.64% | 16.68% | 18.59% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.90% | 12.35% | 12.26% |
| Excess over benchmark | 9.09% | −0.76% | −1.91% | 6.74% | 4.33% | 6.33% |
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
25.71%
Benchmark approx 14.69%
A standard deviation reflecting historical swings.
Sensitivity
1.31
Beta vs benchmark 1.00 · 31% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.58
Sharpe
Excess return gained per unit of volatility.
Capture ratio
131 / 103
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −32.80% from its 17 Dec 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−32.80%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 17 Dec 2024 | 03 Mar 2025 | −32.80% | 76 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak17 Dec 2024
Trough03 Mar 2025
Depth−32.80%
Fell over76 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 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 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
95
Asset class
Equity
Market cap
Large cap7.30%
Mid cap14.11%
Small cap73.70%
Cash & others4.89%
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 · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.25% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Lock-in: Nil.
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