BADJATE GROWTH FUND

EQUITY LARGE & MID CAP

Invest in a diversified portfolio of large and mid-cap stocks with strong fundamentals, reasonable valuations, and scalable models. Prioritize firms with proven management.

+1.83%

1Y annualised returns

-1.96%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

23 May '25

Total AUM

₹21.14Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.2%

Cash3.8%

Equity market cap split

Small Cap65.2%

Mid Cap14.7%

Large Cap14.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil

PMS management

AB
ANUJ BADJATE
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About

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.

Experience

Over 30 years of experience in the equity business.

Investment philosophy

A pioneer in equity research with a focus on identifying multi-bagger stocks.

Awards