Growth Fund
Investment Strategy
Investment Approach
Badjate Wealth Private Limited employs a concentrated, fundamental stock selection strategy. This approach focuses on identifying companies exhibiting robust growth potential, particularly during their nascent stages, and possessing strong balance sheets. The objective is to achieve superior risk-adjusted returns, consistently outperforming broader market benchmarks through strategic allocation across various market capitalization segments.
Investment Objective
Badjate Wealth Private Limited employs a focused, fundamental analysis-driven stock selection methodology. This approach seeks to generate superior risk-adjusted returns by diversifying investments across various market capitalization segments. Our investment strategy prioritizes companies exhibiting robust growth trajectories and possessing strong financial fundamentals, particularly those in the nascent stages of their expansion. The objective is to achieve a significantly higher average rate of return compared to broader market benchmarks.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 1.69% | -0.24% | 1.93% |
| 3 MONTHS | 4.01% | 5.02% | -1.01% |
| 6 MONTHS | -5.34% | 1.63% | -6.97% |
| SINCE INCEPTION | -0.29% | 6.29% | -6.58% |
Calendar Year Performance
| Year | Return |
|---|
Financial Year Performance
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1.25%
Hurdle: 10%
Profit Sharing: 15%
Exit Load
Interested in ?
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)