Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
2.20%
6 Months
7.28%
9.70%
1 Year
−4.68%
10.00%
3 Years
6.16%
17.10%
5 Years
—
—
Since Inception
11.66%
23.10%
Fund Age
3 yrs 7 mo
3 yrs 6 mo
AUM
₹81.86 Cr
₹24.16 Cr
Alpha – 1 Year
−4.33%
5.30%
Alpha – 3 Years
−2.84%
5.00%
Information Ratio – 3 Years
-0.28
0.96
Volatility – 1 Year
18.83%
16.88%
Volatility – 3 Years
15.47%
15.62%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
-0.44
0.34
Sharpe Ratio – 3 Years
0.12
0.81
Worst Rolling Year
6.16%
16.97%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.77%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 21% · S 66%
L 16% · M 17% · S 63%
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –