Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
7.28%
23.45%
1 Year
−4.68%
23.62%
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
12.60%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
₹81.86 Cr
₹187.26 Cr
Alpha – 1 Year
−4.33%
18.90%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
20.87%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
0.87
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
−15.33%
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 9% · M 29% · S 56%
Number of Stocks
25
33
Portfolio P/E
24.93
73.30
Top 5 Holdings
—
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
2% / 1% / 0%