Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
7.28%
4.12%
1 Year
−4.68%
−0.25%
3 Years
6.16%
10.95%
5 Years
—
10.56%
Since Inception
11.66%
10.62%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹81.86 Cr
₹41.22 Cr
Alpha – 1 Year
−4.33%
0.18%
Alpha – 3 Years
−2.84%
2.39%
Information Ratio – 3 Years
-0.28
0.52
Volatility – 1 Year
18.83%
20.61%
Volatility – 3 Years
15.47%
17.57%
Beta – 1 Year
1.02
1.24
Beta – 3 Years
0.86
1.19
Sharpe Ratio – 1 Year
-0.44
-0.18
Sharpe Ratio – 3 Years
0.12
0.46
Worst Rolling Year
6.16%
-10.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.89 Cr
Deepest Drawdown
−24.77%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
8.85%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 11% · M 21% · S 66%
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
24.93
36.71
Top 5 Holdings
—
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%