Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Omni Super Invest
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%
−0.18%
6 Months
7.28%
2.67%
1 Year
−4.68%
—
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
2.93%
Fund Age
3 yrs 7 mo
8 mo
AUM
₹81.86 Cr
₹6.97 Cr
Alpha – 1 Year
−4.33%
—
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
—
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
—
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%
L 28% · M 13% · S 33%
Number of Stocks
25
43
Portfolio P/E
24.93
11.34
Top 5 Holdings
—
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
3% / 2% / 1%