Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
1.73%
6 Months
7.28%
7.38%
1 Year
−4.68%
6.08%
3 Years
6.16%
8.22%
5 Years
—
7.99%
Since Inception
11.66%
12.63%
Fund Age
3 yrs 7 mo
9 yrs 9 mo
AUM
₹81.86 Cr
₹145.75 Cr
Alpha – 1 Year
−4.33%
1.36%
Alpha – 3 Years
−2.84%
−3.87%
Information Ratio – 3 Years
-0.28
-0.60
Volatility – 1 Year
18.83%
20.08%
Volatility – 3 Years
15.47%
16.27%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.44
0.13
Sharpe Ratio – 3 Years
0.12
0.24
Worst Rolling Year
6.16%
-1.76%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−24.77%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
8.85%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 62% · M 20% · S 7%
Number of Stocks
25
25
Portfolio P/E
24.93
—
Top 5 Holdings
—
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
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%