Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
4.61%
6 Months
7.28%
3.41%
1 Year
−4.68%
20.00%
3 Years
6.16%
24.29%
5 Years
—
—
Since Inception
11.66%
15.71%
Fund Age
3 yrs 7 mo
4 yrs 7 mo
AUM
₹81.86 Cr
₹129.22 Cr
Alpha – 1 Year
−4.33%
15.28%
Alpha – 3 Years
−2.84%
12.20%
Information Ratio – 3 Years
-0.28
1.16
Volatility – 1 Year
18.83%
22.01%
Volatility – 3 Years
15.47%
22.99%
Beta – 1 Year
1.02
0.67
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.44
0.70
Sharpe Ratio – 3 Years
0.12
1.11
Worst Rolling Year
6.16%
13.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.77%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
25.12%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
—
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%