Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
7.28%
2.04%
1 Year
−4.68%
13.04%
3 Years
6.16%
15.74%
5 Years
—
14.15%
Since Inception
11.66%
15.13%
Fund Age
3 yrs 7 mo
14 yrs 1 mo
AUM
₹81.86 Cr
₹850.7 Cr
Alpha – 1 Year
−4.33%
13.39%
Alpha – 3 Years
−2.84%
6.74%
Information Ratio – 3 Years
-0.28
1.02
Volatility – 1 Year
18.83%
18.01%
Volatility – 3 Years
15.47%
15.42%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
-0.44
0.48
Sharpe Ratio – 3 Years
0.12
0.76
Worst Rolling Year
6.16%
-19.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.81 Cr
Deepest Drawdown
−24.77%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
8.85%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 11% · M 21% · S 66%
L 53% · M 28% · S 13%
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%