Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
7.28%
4.79%
1 Year
−4.68%
−0.59%
3 Years
6.16%
11.57%
5 Years
—
13.86%
Since Inception
11.66%
15.96%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹81.86 Cr
₹45.81 Cr
Alpha – 1 Year
−4.33%
−5.31%
Alpha – 3 Years
−2.84%
−0.52%
Information Ratio – 3 Years
-0.28
-0.06
Volatility – 1 Year
18.83%
21.96%
Volatility – 3 Years
15.47%
17.35%
Beta – 1 Year
1.02
1.19
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.44
-0.16
Sharpe Ratio – 3 Years
0.12
0.42
Worst Rolling Year
6.16%
10.84%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−24.77%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 23% · M 4% · S 73%
Number of Stocks
25
16
Portfolio P/E
24.93
22.00
Top 5 Holdings
—
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
3% / 2% / 1%