Strategy performance
BADJATE MULTICAP FUND
Badjate Wealth Private Limited · AUM ₹172 Cr · as of Sep 2026
Our read
₹100 grew to ₹109.4 since inception (+7.0% CAGR), with a max drawdown of −19.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+7.0%
Max drawdown
−19.5%
Volatility
+22.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
BADJATE MULTICAP FUND₹109.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.8% | +0.3% | −11.4% | +19.9% | −1.0% | +3.9% | +0.1% | +6.1% | +0.6% | +14.9% | |||
| 2025 | +3.1% | −2.8% | −5.7% | +0.9% | +2.6% | −2.7% | −0.0% | −4.8% |
Metrics
Tearsheet- 1M return
- +0.6%
- 3M return
- +6.8%
- 6M return
- +31.7%
- 1Y return
- +14.7%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +7.0%
- Total return
- +9.4%
- Average month
- +0.8%
- Median month
- +0.2%
- Average up month
- +4.2%
- Best month
- +19.9%
- Best rolling 12M
- +15.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
BADJATE MULTICAP FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BADJATE MULTICAP FUND performed?
- BADJATE MULTICAP FUND (Badjate Wealth Private Limited) shows CAGR 6.96% and max drawdown -19.47% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is BADJATE MULTICAP FUND CAGR / max drawdown?
- CAGR is 6.96%; max drawdown is -19.47%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do BADJATE MULTICAP FUND returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite BADJATE MULTICAP FUND?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more