Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Right Horizons - Perennial
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%
11.46%
1 Year
−4.68%
8.21%
3 Years
6.16%
12.09%
5 Years
—
11.81%
Since Inception
11.66%
13.34%
Fund Age
3 yrs 7 mo
5 yrs 3 mo
AUM
₹81.86 Cr
₹34.29 Cr
Alpha – 1 Year
−4.33%
5.23%
Alpha – 3 Years
−2.84%
0.21%
Information Ratio – 3 Years
-0.28
0.17
Volatility – 1 Year
18.83%
24.84%
Volatility – 3 Years
15.47%
21.42%
Beta – 1 Year
1.02
1.25
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
-0.44
0.21
Sharpe Ratio – 3 Years
0.12
0.49
Worst Rolling Year
6.16%
7.11%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.77%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 5% · M 7% · S 69%
Number of Stocks
25
37
Portfolio P/E
24.93
52.15
Top 5 Holdings
—
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
2.5% / 0% / 0%