Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
7.28%
20.83%
1 Year
−4.68%
12.18%
3 Years
6.16%
13.97%
5 Years
—
17.12%
Since Inception
11.66%
15.75%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹81.86 Cr
₹205.48 Cr
Alpha – 1 Year
−4.33%
9.20%
Alpha – 3 Years
−2.84%
2.09%
Information Ratio – 3 Years
-0.28
0.40
Volatility – 1 Year
18.83%
27.53%
Volatility – 3 Years
15.47%
22.15%
Beta – 1 Year
1.02
1.45
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
-0.44
0.35
Sharpe Ratio – 3 Years
0.12
0.55
Worst Rolling Year
6.16%
-9.57%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−24.77%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
8.85%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 11% · M 21% · S 66%
L 17% · M 21% · S 60%
Number of Stocks
25
30
Portfolio P/E
24.93
46.79
Top 5 Holdings
—
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%