- Manager
- Badjate Wealth
- Service
- Discretionary
- Asset class
- Equity
Badjate Multicap Fund
+14.71%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Badjate Wealth’s Badjate Multicap Fund returned 14.71% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹172 crore across its clients.
Key numbers
- AUM
- ₹172 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.32×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.60% | −5.57% | +6.17% |
| 3 months | +6.81% | −3.59% | +10.40% |
| 6 months | +31.74% | +8.07% | +23.67% |
| 1 year | +14.71% | −2.33% | +17.04% |
| 2 years | +0.84% | −3.93% | +4.77% |
| 3 years | +18.06% | +9.21% | +8.85% |
| 4 years | +23.38% | +11.22% | +12.16% |
| 5 years | +17.12% | +8.91% | +8.21% |
| Since inception | +19.43% | +10.61% | +8.82% |
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 equity97.72%₹168 Cr
- Cash and other1.47%₹2.53 Cr
- Mutual funds0.80%₹1.38 Cr
- Unlisted equity0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.91 Cr
- Outflow, Sep 2026
- ₹2.11 Cr
- Net, Sep 2026
- −₹1.20 Cr
- Net, FY to date
- ₹1.30 Cr
- Turnover, month
- 0.38×
- Turnover, past year
- 3.32×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Badjate Multicap Fund returned?
14.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.60%; 3 months: 6.81%; 6 months: 31.74%; 1 year: 14.71%; 2 years: 0.84%; 3 years: 18.06%; 4 years: 23.38%; 5 years: 17.12%; Since inception: 19.43%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 17.04 percentage points ahead.
How much does Badjate Multicap Fund manage?
₹172 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 Multicap 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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