Yes, post your initial investment, we accept additional top-up with no minimum acceptance amount. But any amounts invested should be for a minimum duration of 5 years.
About - Badjate Multicap Fund?
Investment Objective Strategy
The fund aims to achieve long-term capital appreciation by investing in undervalued, high-beta stocks with strong return potential. With a focus on small and mid-cap companies and a diversified equity-based approach, the portfolio is designed for investors with a moderate to high-risk appetite seeking consistent alpha generation.
Investment Approach
Aggressive Fund
- The fund aspires to deliver enhanced returns by selectively investing in high-beta stocks.
- The approach emphasizes identifying attractively valued opportunities with the potential to generate returns over a short- to mid-term horizon.
- The portfolio is thoughtfully tilted towards small-cap and mid-cap segments, catering to investors with a moderate to higher risk tolerance.
Conservative Fund
- Â The fund seeks to balance risk management while delivering steady and reliable returns.
- The investment approach focuses on stocks with strong dividend yields and stable growth prospects over a mid- to long-term horizon.
- The portfolio is predominantly weighted towards large-cap stocks or value-oriented mid-caps, making it a suitable choice for investors with a low to moderate risk tolerance.
Investment Universe
The portfolio invests in a broad universe including equity and equity-related instruments, exchange-traded funds (ETFs),and cash equivalents.
Top Sectoral Exposure
Sector Allocation
Sector Name | % of Net Asset |
Finance | 7.52 |
Chemicals | 6.84 |
Consumer Services | 4.81 |
Engineering - Construction | 4.44 |
Hospitals and Healthcare | 4.25 |
Sector Allocation
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Fund Performance
Performance (as on Mar 31 2025)
In% | 1M | 3M | 6M | 1Y | 2Y | 3Y | Since Inception |
Badjate Multicap | 9.32 | -20.15 | -16.18 | 19.92 | 48.55 | 23.18 | 21.79 |
BSE 500 TRI | 7.32 | -4.39 | -11.84 | 5.96 | 21.87 | 13.75 | 13.78 |
Performance (as on Feb 28 2025)
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Disclaimer: Performance of Badjate Multicap Fund includes performance of Badjate Stock & Shares Pvt. Ltd. the PMS Business of which is moved to Badjate Wealth Pvt. Ltd.
Performance Chart
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Investment Philosophy
Capital Growth
The cornerstone of our philosophy is long-term capital growth. We aim to Read More
seize opportunities in India’s dynamic equity markets by investing in companies across sectors that demonstrate the potential for sustained growth and value creation.Read Less
Portfolio Diversification
We emphasize achieving an optimal portfolio mix by "pricing the market, Read More
not timing the market." Diversification across industries and themes ensures that we mitigate risks while maximizing the growth potential of our investments.Read Less
Fundamental Value Creation
We invest in businesses with robust financials, scalable operations, and Read More
sustainable competitive advantages. These companies are characterized by high-quality management teams and sound capital allocation practices that align with long-term value creation.Read Less
Growth at a Reasonable Price (GARP)
We focus on identifying undervalued stocks with strong growth potential to generate Read More
alpha for our clients. Our research-driven approach leverages in-depth fundamental analysis to uncover companies that are poised to outperform their peers and the broader market.Read Less
Sustainability and Governance
We prioritize investments in companies that uphold strong corporate governance and Read More
ethical practices. In a rapidly evolving global landscape, we believe that sustainability is not only a responsibility but a driver of long-term business success.Read Less
Our Team
Mr. Anuj Badjate
(Fund Manager & Managing Director)
- 35+ years of experience in the financial markets
- Visionary leader driving innovative investment strategies
Mr. Mangesh Narnaware
(Associate Fund Manager & VP of Research)
- 30+ years of financial expertise
- Focused on in-depth market research and portfolio diversification
Mr. Tushar Badjate
(Director & Compliance Officer)
- 15+ years in Financial expertise
- Upholds stringent compliance and regulatory standards
Mr. Bhavin Patel
(Equity Research)
- CFA All Level Cleared & MBA(Finance)
- With 4+ years of experience in financial markets
Mr. Suchit Thakre
(Operations Head)
- MBA(Finance) from RTMNU
- With 10+ years in financial markets
Mr. Vineet Kashyap
(Operations/ Equity Research)
- MBA(Finance) professional from K.J. Somaiya
- With 4+ years experience in financial markets
Contact Us
Office
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Last Updated: Jan 24, 2025
Frequently Asked Questions
What is the minimum limit for investing in Portfolio Management Services?
As per SEBI regulations, the minimum acceptable investment in a PMS strategy is Rs 50,00,000/-.
Who can open a PMS account in Badjate Multicap Fund?
Only mature investors who meet the minimum ticket size requirement of Rs 50,00,000/- and who are willing to stay invested for at least 5 years.
What are the modes through which I can make investments in PMS? Or can I open a PMS account with a combination of cash and stocks?
An investor can invest in our PMS scheme by way of cheque or bank transfer. Though shares can also be transferred to the PMS, it’s a relatively cumbersome process.
Is Badjate Multicap Fund a discretionary or non discretionary PMS?
Badjate Multicap Fund is a purely discretionary PMS, wherein all investment decisions are taken solely by our fund management team & the investor has no say in which stocks or sectors we should buy, hold or sell.
What are the risks in investing in Badjate Multicap Fund?
Apart from the inherent market risk, there is an additional liquidity risk in Badjate Multicap Fund, since we are predominantly in the small cap space where liquidity is thin.
During market crashes, most buyers get out of the market & only compulsive sellers remain. During such crashes (like March 2020) if an investor wants to withdraw his funds from our PMS, we might end up sitting at the lower circuit everyday & our own selling might further pull down our portfolio.
Hence, only long term, experienced & mature investors should invest in our PMS.
Our PMS is ideal for long term endeavors like retirement savings, children’s education & marriage etc.
Please don’t invest your rainy day funds in our PMS.
Please don’t invest in our PMS if you can’t digest volatility or lack the fortitude to ride through periodic market crashes.
Can I bring in additional funds later?
What is the best time for Top Up?
Since it is impossible to time the markets, it is best to put small amounts in your PMS account, whenever markets fall sharply.
Can an NRI avail of the Portfolio Management Service?
Yes, NRIs can invest in our PMS strategy but only through a NRO account. We don’t accept NRE accounts since the order placement process for NRE accounts is very cumbersome.
What is the tax treatment in PMS investment?
Gains within the fund in an investor’s demat account will be taxed the same way as that of an investor directly buying or selling stocks. Short term capital gains (<1 year) on “equity are taxed at 20% plus surcharges and long term capital gains are at 12.5% plus surcharges.”
Do I get access to my portfolio in Badjate Multicap Fund?
Yes, post account opening, every investor in our PMS will receive his User ID & password with which he can login to Orbis website anytime & see his complete portfolio with full details of his holdings, purchase price, CMP, realized & unrealised gain/loss, etc.
Every investor will also receive a monthly report on his registered email, with full details of his holdings, purchase price, CMP, realized & unrealised gain/loss, etc.
What is your investor communication strategy? Will I get any monthly, quarterly or annual newsletter? Whom can I call to get an update on the market & discuss stocks?
We follow a structured communication strategy to keep our investors informed.
You will receive a detailed monthly report outlining your portfolio performance and key updates.
Additionally, we share occasional market insights and analysis to help you stay aligned with broader trends.
For any portfolio-related queries or discussions on market developments and specific stocks, our research desk is available to assist you.Â
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Quick Links-
Filing complaints on SCORES
Easy & quick
- Register on SCORES portal (https://scores.sebi.gov.in/)
-
Mandatory details for filing complaints on SCORES
Name, PAN, Address, Mobile, Number, E-mail ID. - Benefits: Effective communication & Speedy redressal of the grievances
Other Links-
- SEBI Registration No (PMS): INP000006527
- Filing of complaints on SMART ODR Portal
- PMS Fees Calculation Tool
- Complaints Data January 2025 PMS
Investor Charter-
Contact Us On-
Compliance Officer-
- Mr, Tushar Badjate
- +91-712-6604214
- compliance@badjategroup.com
Investor Grievance - PMS
- For Queries
- pms@badjategroup.com
- For Grievance
- grievancespms@badjategroup.com