IA Insight Report
IA Insight REPORT

BADJATE MULTICAP FUND

Investment Approach Details

₹168.34

(AUM CR)
   

Badjate Wealth Private Limited

S&P BSE 500 TRI

Equity

Equity

08/07/2021

4.0 Years

5000000

AMC: 2.50% P.A.

SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC: 1.25% P.A + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE

NIL

   

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 Manager Details

ANUJ BADJATE

30.00 years

anujbadjate@badjategroup.com

9822232900

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/06/2025

0.14

2.87