Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
7.28%
31.65%
1 Year
−4.68%
26.47%
3 Years
6.16%
18.72%
5 Years
—
16.28%
Since Inception
11.66%
14.51%
Fund Age
3 yrs 7 mo
10 yrs 10 mo
AUM
₹81.86 Cr
₹423.36 Cr
Alpha – 1 Year
−4.33%
21.75%
Alpha – 3 Years
−2.84%
6.63%
Information Ratio – 3 Years
-0.28
0.36
Volatility – 1 Year
18.83%
28.25%
Volatility – 3 Years
15.47%
24.90%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.44
0.78
Sharpe Ratio – 3 Years
0.12
0.60
Worst Rolling Year
6.16%
-5.98%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−24.77%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
8.85%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 12% · M 6% · S 82%
Number of Stocks
25
62
Portfolio P/E
24.93
61.63
Top 5 Holdings
—
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%