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Multicap Fund

Badjate Wealth Private Limited
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
8 July 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹151.56
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

This investment vehicle aims to leverage market opportunities across the Indian equity landscape, with the objective of enhancing investor returns. The fund management strategy prioritizes strategic portfolio construction based on market valuation rather than market timing. A core tenet of the approach is portfolio diversification, with a specific commitment from the management team to allocate strategically towards small and mid-cap companies.

Investment Objective

Badjate Wealth Private Limited employs a concentrated, fundamental stock selection methodology. This strategy prioritizes identifying companies exhibiting robust growth trajectories and early-stage expansion, underpinned by strong financial health. The objective is to achieve superior risk-adjusted returns through diversification across market capitalization segments. By focusing on such high-potential enterprises, we aim to generate an average rate of return that significantly exceeds general market performance.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.02% -0.24% 0.22%
3 MONTHS -0.18% 5.02% -5.20%
6 MONTHS -7.68% 1.63% -9.31%
1 YEAR -15.71% 7.63% -23.34%
2 YEAR 13.50% 11.65% 1.85%
3 YEAR 28.92% 16.41% 12.51%
SINCE INCEPTION 19.26% 14.31% 4.95%

Calendar Year Performance

Year Return
CY 2025 -15.71%
CY 2024 52.83%
CY 2023 68.91%
CY 2022 -7.43%
CY 2021 9.46%

Financial Year Performance

Year Return
FY 26_YTD 6.62%
FY 25 19.92%
FY 24 84.02%
FY 23 -15.55%
FY 22 11.71%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Anuj Badjate

Fund Manager

With over three decades of dedicated involvement in the equity market, this individual has established a distinguished career. He is recognized as a trailblazer in equity research, credited with identifying numerous high-growth, multi-bagger investment opportunities. His investment philosophy centers on long-term wealth creation, encapsulated by his guiding principle, “Create Wealth, Not Just Profits.” Beyond his financial expertise, he plays a significant role in the educational sector, serving as a promoter for Jain International School, Little Jewels Kindergarten, and SB Jain Institute of Technology Management and Research in Nagpur. His academic credentials include an M.Com and an MBA from Nagpur University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

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

total number of stocks
48
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
4 Yrs, 5 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

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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)