Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs BB Micro To Mega
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
BB Micro To Mega
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
−0.50%
6 Months
7.28%
10.26%
1 Year
−4.68%
20.10%
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
21.53%
Fund Age
3 yrs 7 mo
18 mo
AUM
₹81.86 Cr
₹79.16 Cr
Alpha – 1 Year
−4.33%
17.12%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
19.38%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
0.85
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
0.76
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
−14.77%
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%
L 8% · M 7% · S 61%
Number of Stocks
25
66
Portfolio P/E
24.93
52.54
Top 5 Holdings
—
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
3% / 2% / 1%