Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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%
6.23%
6 Months
7.28%
22.18%
1 Year
−4.68%
12.29%
3 Years
6.16%
6.28%
5 Years
—
—
Since Inception
11.66%
6.20%
Fund Age
3 yrs 7 mo
3 yrs 4 mo
AUM
₹81.86 Cr
₹5.13 Cr
Alpha – 1 Year
−4.33%
12.64%
Alpha – 3 Years
−2.84%
−2.71%
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
22.31%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
0.71
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
0.38
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
8.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 21% · S 66%
—
Number of Stocks
25
25
Portfolio P/E
24.93
—
Top 5 Holdings
—
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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%
0% / 0% / 0%