Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
4.41%
6 Months
7.28%
0.07%
1 Year
−4.68%
4.08%
3 Years
6.16%
6.47%
5 Years
—
—
Since Inception
11.66%
11.08%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹81.86 Cr
₹1.91 Cr
Alpha – 1 Year
−4.33%
4.51%
Alpha – 3 Years
−2.84%
−2.09%
Information Ratio – 3 Years
-0.28
-0.44
Volatility – 1 Year
18.83%
16.64%
Volatility – 3 Years
15.47%
14.35%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.44
-0.01
Sharpe Ratio – 3 Years
0.12
0.13
Worst Rolling Year
6.16%
5.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.06 Cr
Deepest Drawdown
−24.77%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
7.94%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
L 90% · M 7%
Number of Stocks
25
50
Portfolio P/E
24.93
26.76
Top 5 Holdings
—
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –