Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
ORO - All Weather Portfolio
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%
−0.19%
6 Months
7.28%
−0.42%
1 Year
−4.68%
−4.58%
3 Years
6.16%
16.32%
5 Years
—
13.17%
Since Inception
11.66%
13.94%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹81.86 Cr
₹13.16 Cr
Alpha – 1 Year
−4.33%
−7.56%
Alpha – 3 Years
−2.84%
4.42%
Information Ratio – 3 Years
-0.28
0.49
Volatility – 1 Year
18.83%
16.90%
Volatility – 3 Years
15.47%
17.54%
Beta – 1 Year
1.02
0.86
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
-0.44
-0.52
Sharpe Ratio – 3 Years
0.12
0.69
Worst Rolling Year
6.16%
3.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−24.77%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 66% · M 23%
Number of Stocks
25
20
Portfolio P/E
24.93
20.74
Top 5 Holdings
—
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%