Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
IFM Largecap 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%
−0.16%
6 Months
7.28%
−3.46%
1 Year
−4.68%
−0.34%
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
−3.49%
Fund Age
3 yrs 7 mo
14 mo
AUM
₹81.86 Cr
₹116.7 Cr
Alpha – 1 Year
−4.33%
0.01%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
17.33%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
1.08
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
-0.24
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
25
26
Portfolio P/E
24.93
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
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