Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Buglerock - Growth Opportunities Portfolio
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%
−0.07%
6 Months
7.28%
3.00%
1 Year
−4.68%
7.37%
3 Years
6.16%
7.34%
5 Years
—
—
Since Inception
11.66%
8.94%
Fund Age
3 yrs 7 mo
3 yrs 9 mo
AUM
₹81.86 Cr
₹2.69 Cr
Alpha – 1 Year
−4.33%
2.65%
Alpha – 3 Years
−2.84%
−4.75%
Information Ratio – 3 Years
-0.28
-0.75
Volatility – 1 Year
18.83%
19.15%
Volatility – 3 Years
15.47%
17.20%
Beta – 1 Year
1.02
1.07
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
-0.44
0.19
Sharpe Ratio – 3 Years
0.12
0.19
Worst Rolling Year
6.16%
6.80%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.77%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
9.65%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
—
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%