Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.14%
−2.26%
6 Months
7.28%
9.35%
1 Year
−4.68%
10.43%
3 Years
6.16%
15.16%
5 Years
—
—
Since Inception
11.66%
21.24%
Fund Age
3 yrs 7 mo
4 yrs 11 mo
AUM
₹81.86 Cr
₹16.88 Cr
Alpha – 1 Year
−4.33%
8.57%
Alpha – 3 Years
−2.84%
3.08%
Information Ratio – 3 Years
-0.28
0.34
Volatility – 1 Year
18.83%
33.08%
Volatility – 3 Years
15.47%
27.65%
Beta – 1 Year
1.02
1.54
Beta – 3 Years
0.86
1.38
Sharpe Ratio – 1 Year
-0.44
0.28
Sharpe Ratio – 3 Years
0.12
0.51
Worst Rolling Year
6.16%
12.88%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.77%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
L 9% · M 17% · S 71%
Number of Stocks
25
16
Portfolio P/E
24.93
48.24
Top 5 Holdings
—
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
1% / 0% / 0%