Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.14%
6 Months
3.88%
7.28%
1 Year
−7.98%
−4.68%
3 Years
11.06%
6.16%
5 Years
10.06%
—
Since Inception
11.56%
11.66%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹106.37 Cr
₹81.86 Cr
Alpha – 1 Year
−10.96%
−4.33%
Alpha – 3 Years
−0.82%
−2.84%
Information Ratio – 3 Years
0.00
-0.28
Volatility – 1 Year
16.00%
18.83%
Volatility – 3 Years
17.59%
15.47%
Beta – 1 Year
0.79
1.02
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.78
-0.44
Sharpe Ratio – 3 Years
0.42
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 11% · M 21% · S 66%
Number of Stocks
—
25
Portfolio P/E
—
24.93
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0.5%