Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
7.28%
2.17%
1 Year
−4.68%
7.07%
3 Years
6.16%
15.12%
5 Years
—
—
Since Inception
11.66%
19.80%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹81.86 Cr
₹7.19 Cr
Alpha – 1 Year
−4.33%
7.50%
Alpha – 3 Years
−2.84%
6.56%
Information Ratio – 3 Years
-0.28
1.22
Volatility – 1 Year
18.83%
19.38%
Volatility – 3 Years
15.47%
16.31%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.44
0.17
Sharpe Ratio – 3 Years
0.12
0.62
Worst Rolling Year
6.16%
14.31%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−24.77%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
L 73% · M 25%
Number of Stocks
25
100
Portfolio P/E
24.93
27.01
Top 5 Holdings
—
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
2% / 1% / –