BADJATE GROWTH FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.09%
- 3M
- +5.08%
- 6M
- +9.59%
- 9M
- —
- 1Y
- +5.00%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +7.27%
- Strategy AUM
- ₹27 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.09% | −0.17% | +0.26% |
| 3 Months | +5.08% | −2.34% | +7.42% |
| 6 Months | +9.59% | −5.39% | +14.98% |
| 1 Year | +5.00% | −0.07% | +5.07% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +7.27% | +0.77% | +6.50% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.09% | −0.17% | +0.26% |
| Apr-2026 | +15.20% | +10.38% | +4.82% |
| Mar-2026 | −8.87% | −11.37% | +2.50% |
| Feb-2026 | −0.02% | +0.45% | −0.47% |
| Jan-2026 | +2.57% | −3.34% | +5.91% |
| Dec-2025 | +1.69% | −0.24% | +1.93% |
| Nov-2025 | −2.00% | +0.96% | −2.96% |
| Oct-2025 | +4.36% | +4.27% | +0.09% |
| Sep-2025 | +2.05% | −1.75% | +3.80% |
| Aug-2025 | −5.99% | −1.75% | −4.24% |
| Jul-2025 | −5.13% | −2.71% | −2.42% |
| Jun-2025 | +2.92% | +3.68% | −0.76% |
| May-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 23 May 2025
- Age
- 1.0 Years
- Min. investment
- ₹50,000
- Turnover (1Y)
- 3.11×
- Turnover (1M)
- 0.05×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To create wealth by investing in quality large and mid-cap companies, focusing on fundamentally strong businesses with robust management and strong growth potential.
Fund Managers
1 manager
Name
ANUJ BADJATE
Experience
30.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,000
- Fixed fees
- AMC: 2.50% P.A.
- Variable fees
- SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC 1.25% P.A. + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE
- Exit load
- NIL
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Badjate Wealth Private Limited
- Strategy
- BADJATE GROWTH FUND
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.