Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
2.14%
6 Months
27.28%
7.28%
1 Year
43.55%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
38.04%
11.66%
Fund Age
13 mo
3 yrs 7 mo
AUM
₹5.93 Cr
₹81.86 Cr
Alpha – 1 Year
38.83%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
30.08%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.47
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
1.18
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−12.33%
−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
—
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0.5%