Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
2.14%
6 Months
52.84%
7.28%
1 Year
44.79%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
24.04%
11.66%
Fund Age
19 mo
3 yrs 7 mo
AUM
₹65.12 Cr
₹81.86 Cr
Alpha – 1 Year
40.07%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
32.99%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.48
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
1.12
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.77%
−24.77%
Recovery Period
Not yet recovered
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
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0.5%