- Manager
- Badjate Wealth
- Service
- Discretionary
- Asset class
- Equity
Badjate Growth Fund
+7.46%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Badjate Wealth’s Badjate Growth Fund returned 7.46% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹27.97 crore across its clients.
Key numbers
- AUM
- ₹27.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.85% | −5.57% | −0.28% |
| 3 months | −3.95% | −3.59% | −0.36% |
| 6 months | +10.55% | +8.07% | +2.48% |
| 1 year | +7.46% | −2.33% | +9.79% |
| Since inception | +2.22% | −0.85% | +3.07% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity91.99%₹25.73 Cr
- Cash and other4.00%₹1.12 Cr
- Mutual funds3.93%₹1.10 Cr
- Unlisted equity0.07%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- ₹2.88 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 1.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Badjate Growth Fund returned?
7.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.85%; 3 months: −3.95%; 6 months: 10.55%; 1 year: 7.46%; Since inception: 2.22%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 9.79 percentage points ahead.
How much does Badjate Growth Fund manage?
₹27.97 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Badjate Growth Fund?
Badjate Wealth, a SEBI-registered portfolio manager (INP000006527), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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