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Badjate Stocks and Shares - Aggressive
Badjate Stocks and Shares - Aggressive

Badjate Stocks and Shares - Aggressive

  • Badjate Stock Shares Pvt Ltd
  • Small AND Mid Cap
  • 8
    Out of 35*
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Portfolio age4 years, 5 months
2.59%
4.27%
Hurdle Rate**10.00% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Anuj Badjate
  • Manager Rank8 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM157.5
  • Highest Return In 1 Yr-9.16%
Profile

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 preaches and practices the phrase “Create Wealth, Not Just Profits”. He is the promoter of Jain International School, Little Jewels Kindergarten and SB Jain Institute of Technology Management and Research in Nagpur. He has also acquired educational qualifications like M.Com and MBA from Nagpur University.

Other Schemes
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Badjate Stocks and Shares - Aggressive
AUM (₹ Cr)
₹157.50 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
38 Out of 53
Fixed Fee
2.50%
Scheme Return
2.59%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
157.50
(As on Oct, 2025)
Inception Date
Jul 08, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.25% or 0%
Hurdle Rate
10.00% or 0%
Profit Sharing
15% Profit Sharing above 10% Hurdle or 15% Profit sharing on All Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment managers at Badjate Wealth Private Limited use a high conviction, bottom up approach for picking up stocks that aims to give risk-adjusted returns by investing across different market capitalization. Our Investment approach aims to invest in those companies that are growing quickly and are in the early phase of growth with a strong balance sheet so that we can see a significantly higher average rate of return than the market in general.

Investment Approach

The Multicap Fund focuses to capitalize on opportunities throughout the listed space in Indian Equity Markets and maximize profits for its investors. The fund manager looks to get the right portfolio mix by pricing the market and not timing it. The key lies in portfolio diversification and the fund management team is committed on making the right diversification into small and mid companies.

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bt_logoPEER ANALYSIS

  • table
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Badjate Stocks and Shares - Aggressive
AUM (₹ Cr)
₹157.50 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
38 Out of 53
Fixed Fee
2.50%
Scheme Return
2.59%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Badjate Stock Shares Pvt Ltd
Badjate Stock Shares Pvt Ltd manages assets worth Rs 178.64 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

178.64 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
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Compare
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Badjate Stocks and Shares - Aggressive
AUM (₹ Cr)
₹157.50 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
38 Out of 53
Fixed Fee
2.50%
Scheme Return
2.59%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Badjate Stocks and Shares - Aggressive?
The hurdle rate of Badjate Stocks and Shares - Aggressive is 10.00% or 0%.
What is the fixed fee charged in Badjate Stocks and Shares - Aggressive ?
The fixed fee charged in Badjate Stocks and Shares - Aggressive is 2.50%.
What is the variable fee charged in Badjate Stocks and Shares - Aggressive ?
The variable fee charged in Badjate Stocks and Shares - Aggressive is 1.25% or 0%.
What is the profit sharing in Badjate Stocks and Shares - Aggressive ?
The profit sharing in Badjate Stocks and Shares - Aggressive is 15% Profit Sharing above 10% Hurdle or 15% Profit sharing on All Profits.
What is the minimum investment in Badjate Stocks and Shares - Aggressive ?
The minimum investment in Badjate Stocks and Shares - Aggressive is ₹50 Lacs
What type of scheme is Badjate Stocks and Shares - Aggressive?
Badjate Stocks and Shares - Aggressive is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Badjate Stocks and Shares - Aggressive?
The inception date of Badjate Stocks and Shares - Aggressive is Jul 08, 2021.
What is the exit load of Badjate Stocks and Shares - Aggressive?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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