Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
4.22%
6 Months
7.28%
14.78%
1 Year
−4.68%
3.60%
3 Years
6.16%
26.42%
5 Years
—
15.65%
Since Inception
11.66%
19.18%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹81.86 Cr
₹730.87 Cr
Alpha – 1 Year
−4.33%
0.62%
Alpha – 3 Years
−2.84%
14.53%
Information Ratio – 3 Years
-0.28
0.84
Volatility – 1 Year
18.83%
21.03%
Volatility – 3 Years
15.47%
18.57%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
0.86
0.72
Sharpe Ratio – 1 Year
-0.44
0.01
Sharpe Ratio – 3 Years
0.12
1.08
Worst Rolling Year
6.16%
8.04%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−24.77%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 11% · M 7% · S 82%
Number of Stocks
25
17
Portfolio P/E
24.93
52.34
Top 5 Holdings
—
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
2% / 1% / 0%