Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Incred-Small & MidCap 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%
4.27%
6 Months
7.28%
−8.15%
1 Year
−4.68%
−5.39%
3 Years
6.16%
10.81%
5 Years
—
—
Since Inception
11.66%
11.07%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹81.86 Cr
₹121.08 Cr
Alpha – 1 Year
−4.33%
−5.32%
Alpha – 3 Years
−2.84%
−2.65%
Information Ratio – 3 Years
-0.28
-0.15
Volatility – 1 Year
18.83%
24.51%
Volatility – 3 Years
15.47%
24.85%
Beta – 1 Year
1.02
1.17
Beta – 3 Years
0.86
1.18
Sharpe Ratio – 1 Year
-0.44
-0.34
Sharpe Ratio – 3 Years
0.12
0.32
Worst Rolling Year
6.16%
9.88%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−24.77%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
M 20% · S 78%
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%