Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
7.28%
7.54%
1 Year
−4.68%
8.20%
3 Years
6.16%
—
5 Years
—
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Since Inception
11.66%
2.83%
Fund Age
3 yrs 7 mo
14 mo
AUM
₹81.86 Cr
₹18.5 Cr
Alpha – 1 Year
−4.33%
3.48%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
18.53%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
0.23
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
−14.67%
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
—
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Market-Cap Mix
L 11% · M 21% · S 66%
L 47% · M 18% · S 29%
Number of Stocks
25
15
Portfolio P/E
24.93
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
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