Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
2.20%
6 Months
7.28%
6.00%
1 Year
−4.68%
4.90%
3 Years
6.16%
18.50%
5 Years
—
—
Since Inception
11.66%
16.60%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹81.86 Cr
₹209.72 Cr
Alpha – 1 Year
−4.33%
0.20%
Alpha – 3 Years
−2.84%
6.40%
Information Ratio – 3 Years
-0.28
1.16
Volatility – 1 Year
18.83%
19.79%
Volatility – 3 Years
15.47%
17.07%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
-0.44
0.07
Sharpe Ratio – 3 Years
0.12
0.81
Worst Rolling Year
6.16%
18.52%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.77%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 21% · S 66%
L 67% · M 33%
Number of Stocks
25
24
Portfolio P/E
24.93
40.00
Top 5 Holdings
—
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%