Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
4.30%
6 Months
7.28%
9.50%
1 Year
−4.68%
10.30%
3 Years
6.16%
13.40%
5 Years
—
13.85%
Since Inception
11.66%
12.90%
Fund Age
3 yrs 7 mo
19 yrs 8 mo
AUM
₹81.86 Cr
₹295.65 Cr
Alpha – 1 Year
−4.33%
5.60%
Alpha – 3 Years
−2.84%
1.30%
Information Ratio – 3 Years
-0.28
0.46
Volatility – 1 Year
18.83%
20.18%
Volatility – 3 Years
15.47%
17.30%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
-0.44
0.32
Sharpe Ratio – 3 Years
0.12
0.49
Worst Rolling Year
6.16%
-20.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.79 Cr
Deepest Drawdown
−24.77%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
8.85%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 11% · M 21% · S 66%
L 21% · M 15% · S 62%
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –