Badjate Wealth Private Limited • Equity
Badjate Multicap Fund is an equity portfolio management service (PMS) strategy run by Badjate Wealth Private Limited, launched on 8 Jul 2021. As of 30 Sep 2026, it manages ₹172 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +14.71% over 1 year, +18.06% over 3 years and +17.12% over 5 years (+19.43% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 8.85 percentage points ahead of its benchmark. Its 3-year return ranks 60th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ANUJ BADJATE.
Ranked nearby on 3-year return: QUESTPMS Focus Portfolio (+18.20%), Growth Mantra Fund (+18.10%), Rising Star (+18.05%), India Rising SME Stars (+17.98%).
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 | +0.60% |
| 3 Months | +6.81% |
| 1 Year | +14.71% |
| 3 Years | +18.06% |
| 5 Years | +17.12% |
| Since Inception | +19.43% |
| 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 Multicap Fund has a 1-year return of +14.71%, a 3-year return of +18.06%, a 5-year return of +17.12% and +19.43% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Badjate Multicap Fund returned +17.12% against +8.91% for the BSE 500 TRI, 8.21 percentage points ahead. Over 3 years it returned +18.06% against +9.21%; Over 1 year it returned +14.71% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Badjate Multicap Fund's 3-year return of +18.06% ranks 60th as of 30 Sep 2026.
Badjate Multicap Fund is managed by ANUJ BADJATE at Badjate Wealth. The strategy manages ₹172 Cr of client assets as of 30 Sep 2026.
Badjate Multicap Fund manages ₹172 Cr of client assets as of 30 Sep 2026.
The fee structure for Badjate Multicap 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 Multicap Fund is ₹50 Lakhs.
Badjate Multicap Fund was launched on 8 Jul 2021. It has a 5-year track record.
Description
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