Badjate Wealth Private Limited • Equity
Badjate Growth Fund is an equity portfolio management service (PMS) strategy run by Badjate Wealth Private Limited, launched on 23 May 2025. As of 30 Sep 2026, it manages ₹27.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +7.46% over 1 year (+2.22% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 9.79 percentage points ahead of its benchmark. The minimum investment is ₹50000 Rupees. The strategy is managed by ANUJ BADJATE.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.85% |
| 3 Months | -3.95% |
| 1 Year | +7.46% |
| Since Inception | +2.22% |
| management fee | Fixed Fees: AMC: 2.50% P.A. |
| performance fee | 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 |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBadjate Growth Fund has a 1-year return of +7.46% and +2.22% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Badjate Growth Fund returned +7.46% against -2.33% for the BSE 500 TRI, 9.79 percentage points ahead. Figures as of 30 Sep 2026.
Badjate Growth Fund is managed by ANUJ BADJATE at Badjate Wealth. The strategy manages ₹27.97 Cr of client assets as of 30 Sep 2026.
Badjate Growth Fund manages ₹27.97 Cr of client assets as of 30 Sep 2026.
The fee structure for Badjate Growth Fund includes: management fee: Fixed Fees: AMC: 2.50% P.A.; performance fee: 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.
The minimum investment for Badjate Growth Fund is ₹50000 Rupees.
Badjate Growth Fund was launched on 23 May 2025. It has a 1-year track record.
Description
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