Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
3.10%
6 Months
7.28%
2.75%
1 Year
−4.68%
19.54%
3 Years
6.16%
16.88%
5 Years
—
17.69%
Since Inception
11.66%
15.84%
Fund Age
3 yrs 7 mo
8 yrs
AUM
₹81.86 Cr
₹335.72 Cr
Alpha – 1 Year
−4.33%
19.89%
Alpha – 3 Years
−2.84%
7.88%
Information Ratio – 3 Years
-0.28
0.91
Volatility – 1 Year
18.83%
22.09%
Volatility – 3 Years
15.47%
17.60%
Beta – 1 Year
1.02
1.28
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
-0.44
0.68
Sharpe Ratio – 3 Years
0.12
0.74
Worst Rolling Year
6.16%
9.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.77%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 57% · M 6% · S 37%
Number of Stocks
25
192
Portfolio P/E
24.93
18.98
Top 5 Holdings
—
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%