Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Centrum PMS - Good to Great
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%
1.70%
6 Months
7.28%
9.08%
1 Year
−4.68%
−2.99%
3 Years
6.16%
5.96%
5 Years
—
8.08%
Since Inception
11.66%
15.75%
Fund Age
3 yrs 7 mo
7 yrs 2 mo
AUM
₹81.86 Cr
₹61.93 Cr
Alpha – 1 Year
−4.33%
−7.71%
Alpha – 3 Years
−2.84%
−6.13%
Information Ratio – 3 Years
-0.28
-0.39
Volatility – 1 Year
18.83%
26.39%
Volatility – 3 Years
15.47%
21.38%
Beta – 1 Year
1.02
1.37
Beta – 3 Years
0.86
1.14
Sharpe Ratio – 1 Year
-0.44
-0.20
Sharpe Ratio – 3 Years
0.12
0.18
Worst Rolling Year
6.16%
5.04%
Value at Worst Rolling Year
₹1.06 Cr
₹1.05 Cr
Deepest Drawdown
−24.77%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 2% · M 12% · S 82%
Number of Stocks
25
24
Portfolio P/E
24.93
41.54
Top 5 Holdings
—
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
1% / 0% / 0%