Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
7.28%
0.81%
1 Year
−4.68%
7.79%
3 Years
6.16%
9.10%
5 Years
—
—
Since Inception
11.66%
17.42%
Fund Age
3 yrs 7 mo
8 yrs 11 mo
AUM
₹81.86 Cr
₹342.11 Cr
Alpha – 1 Year
−4.33%
3.07%
Alpha – 3 Years
−2.84%
−2.99%
Information Ratio – 3 Years
-0.28
0.29
Volatility – 1 Year
18.83%
17.73%
Volatility – 3 Years
15.47%
15.85%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
-0.44
0.21
Sharpe Ratio – 3 Years
0.12
0.50
Worst Rolling Year
6.16%
9.10%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.77%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 21% · S 66%
L 40% · M 35% · S 22%
Number of Stocks
25
23
Portfolio P/E
24.93
21.69
Top 5 Holdings
—
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%