Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.14%
10.15%
6 Months
7.28%
31.39%
1 Year
−4.68%
26.01%
3 Years
6.16%
19.28%
5 Years
—
23.67%
Since Inception
11.66%
28.23%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹81.86 Cr
₹483.07 Cr
Alpha – 1 Year
−4.33%
21.29%
Alpha – 3 Years
−2.84%
7.19%
Information Ratio – 3 Years
-0.28
0.38
Volatility – 1 Year
18.83%
27.77%
Volatility – 3 Years
15.47%
26.19%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
-0.44
0.78
Sharpe Ratio – 3 Years
0.12
0.61
Worst Rolling Year
6.16%
19.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.77%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 12% · M 6% · S 81%
Number of Stocks
25
63
Portfolio P/E
24.93
62.66
Top 5 Holdings
—
—
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%