Badjate Multicap Fund

EQUITY MID & SMALL CAP

The investment managers at Badjate Stock & Shares Private Limited use a high conviction, bottom up approach for picking up stocks that aims to give risk-adjusted returns by investing across different market capitalization. Our Investment approach aims to invest in those companies that are growing quickly and are in the early phase of growth with a strong balance sheet so that we can see a significantly higher average rate of return than the market in general.

+24.73%

3Y annualised returns

+12.53%

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

Launch date

08 Jul '21

Total AUM

₹157.50Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.9%

Cash2.1%

Equity market cap split

Small Cap83.5%

Mid Cap6.2%

Large Cap2.1%

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