BADJATE MULTICAP FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.01%
- 3M
- +5.16%
- 6M
- +3.55%
- 9M
- —
- 1Y
- -1.42%
- 2Y
- +7.35%
- 3Y
- +26.88%
- 4Y
- +21.87%
- 5Y
- —
- Since Inception
- +18.34%
- Strategy AUM
- ₹151 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.01% | −0.17% | −0.84% |
| 3 Months | +5.16% | −2.34% | +7.50% |
| 6 Months | +3.55% | −5.39% | +8.94% |
| 1 Year | −1.42% | −0.07% | −1.35% |
| 2 Years | +7.35% | +4.14% | +3.21% |
| 3 Years | +26.88% | +13.47% | +13.41% |
| 4 Years | +21.87% | +13.31% | +8.56% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +18.34% | +11.81% | +6.53% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.01% | −0.17% | −0.84% |
| Apr-2026 | +19.92% | +10.38% | +9.54% |
| Mar-2026 | −11.42% | −11.37% | −0.05% |
| Feb-2026 | +0.26% | +0.45% | −0.19% |
| Jan-2026 | −1.77% | −3.34% | +1.57% |
| Dec-2025 | −0.02% | −0.24% | +0.22% |
| Nov-2025 | −2.69% | +0.96% | −3.65% |
| Oct-2025 | +2.59% | +4.27% | −1.68% |
| Sep-2025 | +0.88% | +1.24% | −0.36% |
| Aug-2025 | −5.72% | −1.75% | −3.97% |
| Jul-2025 | −2.76% | −2.71% | −0.05% |
| Jun-2025 | +3.10% | +3.68% | −0.58% |
| May-2025 | +13.12% | +3.54% | +9.58% |
Strategy Details
APMI fact sheet
- Inception
- 08 Jul 2021
- Age
- 4.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.71×
- Turnover (1M)
- 0.22×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The primary investment objective of the proposed portfolio management would be to facilitate capital appreciation over the medium term to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market. This will ensure stability of the funds for investing into the markets and also give the portfolio manager, the ability to stay invested over the period to ensure adequate generation of returns to investors.
Fund Managers
1 manager
Name
ANUJ BADJATE
Experience
30.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- 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 MULTICAP 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.