Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
InCred Capital - Multicap PMS
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%
6.10%
6 Months
7.28%
8.11%
1 Year
−4.68%
−2.73%
3 Years
6.16%
11.42%
5 Years
—
12.09%
Since Inception
11.66%
13.75%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹81.86 Cr
₹205.48 Cr
Alpha – 1 Year
−4.33%
−5.71%
Alpha – 3 Years
−2.84%
−0.47%
Information Ratio – 3 Years
-0.28
-0.07
Volatility – 1 Year
18.83%
23.93%
Volatility – 3 Years
15.47%
22.69%
Beta – 1 Year
1.02
1.24
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
-0.44
-0.23
Sharpe Ratio – 3 Years
0.12
0.35
Worst Rolling Year
6.16%
11.05%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−24.77%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 28% · M 36% · S 34%
Number of Stocks
25
29
Portfolio P/E
24.93
46.19
Top 5 Holdings
—
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%