Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Money Life - Mas Growth
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%
2.70%
6 Months
7.28%
18.50%
1 Year
−4.68%
9.19%
3 Years
6.16%
14.83%
5 Years
—
14.00%
Since Inception
11.66%
21.97%
Fund Age
3 yrs 7 mo
6 yrs 10 mo
AUM
₹81.86 Cr
₹147.62 Cr
Alpha – 1 Year
−4.33%
9.54%
Alpha – 3 Years
−2.84%
5.83%
Information Ratio – 3 Years
-0.28
0.34
Volatility – 1 Year
18.83%
19.11%
Volatility – 3 Years
15.47%
21.05%
Beta – 1 Year
1.02
0.83
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
-0.44
0.27
Sharpe Ratio – 3 Years
0.12
0.51
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
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%