Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.14%
6.38%
6 Months
7.28%
30.29%
1 Year
−4.68%
21.45%
3 Years
6.16%
18.94%
5 Years
—
—
Since Inception
11.66%
23.25%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹81.86 Cr
₹185.04 Cr
Alpha – 1 Year
−4.33%
16.73%
Alpha – 3 Years
−2.84%
6.85%
Information Ratio – 3 Years
-0.28
0.59
Volatility – 1 Year
18.83%
29.11%
Volatility – 3 Years
15.47%
25.42%
Beta – 1 Year
1.02
1.26
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.44
0.62
Sharpe Ratio – 3 Years
0.12
0.60
Worst Rolling Year
6.16%
18.95%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.77%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
20.62%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
—
Number of Stocks
25
40
Portfolio P/E
24.93
39.98
Top 5 Holdings
—
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
3% / 2% / 1%