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BADJATE MULTICAP FUND

Badjate Wealth Private Limited

155.90 CR AUM

BADJATE MULTICAP FUND

BADJATE MULTICAP FUND

Badjate Wealth Private Limited

155.90 CR AUM

BSE 500 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
AMC: 2.50% P.A.
Fixed Fees
SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC: 1.25% P.A + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
AMC: 2.50% P.A.
Fixed Fees
SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC: 1.25% P.A + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE
Variable Fees
NIL
Exit Load
Fund manager

anuj badjate

Fund Manager
EQUITYStrategies

He has over 30 years of experience in equity business, He has been a pioneer in the field of equity research and holds many multi-bagger stock identifications to his name

He has over 30 years of experience in equity business, He has been a pioneer in the field of equity research and holds many multi-bagger stock identifications to his name

Purpose

Badjate Multicap Fund follows a diversified equity strategy designed to capitalize on opportunities throughout the listed space in Indian equity markets while maintaining focus on capital protection and long term wealth creation. The portfolio aims to build the right mix by pricing the market rather than timing it, with emphasis on diversification across small cap, mid cap and large cap companies to maximize growth potential while maintaining balance. The investment process uses a hybrid method combining top down market views with bottom up stock selection based on company fundamentals and scalability. The strategy focuses on high quality companies with strong corporate governance, sustainable business practices and return ratios such as ROCE or ROE above market averages while maintaining valuation discipline by buying quality businesses at reasonable valuations. Continuous monitoring of quarterly results and management concalls supports evaluation of business performance and investment thesis. Sector allocations reflect opportunities across industries such as precious metals, metals, financial services, oil gas and consumable fuels and defence, demonstrating diversified exposure across the economy. The portfolio aims to capture multibagger opportunities through disciplined research and diversification across market segments. Sector agnostic. Market cap small cap, mid cap and large cap.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
19.92%
1M benchmark return
10.38%
Alpha
9.54%
1M Wealth multiple
1.20x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
19.92%
1M benchmark return
10.38%
Alpha
9.54%
1M Wealth multiple
1.20x

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