Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
4.05%
6 Months
7.28%
6.73%
1 Year
−4.68%
−2.26%
3 Years
6.16%
32.06%
5 Years
—
—
Since Inception
11.66%
37.04%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹81.86 Cr
₹174.65 Cr
Alpha – 1 Year
−4.33%
−5.24%
Alpha – 3 Years
−2.84%
20.17%
Information Ratio – 3 Years
-0.28
0.81
Volatility – 1 Year
18.83%
26.32%
Volatility – 3 Years
15.47%
22.60%
Beta – 1 Year
1.02
1.14
Beta – 3 Years
0.86
0.69
Sharpe Ratio – 1 Year
-0.44
-0.17
Sharpe Ratio – 3 Years
0.12
1.11
Worst Rolling Year
6.16%
32.07%
Value at Worst Rolling Year
₹1.06 Cr
₹1.32 Cr
Deepest Drawdown
−24.77%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
33.22%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 21% · S 66%
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Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
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%