Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Emkay Investments - ENVI
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
5.18%
6 Months
7.28%
19.69%
1 Year
−4.68%
25.97%
3 Years
6.16%
17.02%
5 Years
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Since Inception
11.66%
24.02%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹81.86 Cr
₹101.01 Cr
Alpha – 1 Year
−4.33%
21.25%
Alpha – 3 Years
−2.84%
4.93%
Information Ratio – 3 Years
-0.28
0.46
Volatility – 1 Year
18.83%
21.63%
Volatility – 3 Years
15.47%
19.42%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
-0.44
0.93
Sharpe Ratio – 3 Years
0.12
0.65
Worst Rolling Year
6.16%
16.82%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.77%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
19.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 21% · S 66%
L 26% · M 14% · S 51%
Number of Stocks
25
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Portfolio P/E
24.93
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Top 5 Holdings
—
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
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