Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
SHREE RAMA MANAGERS - Shree Vriddhi Plan
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%
−3.00%
6 Months
7.28%
11.07%
1 Year
−4.68%
9.25%
3 Years
6.16%
3.01%
5 Years
—
—
Since Inception
11.66%
10.50%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹81.86 Cr
₹74.56 Cr
Alpha – 1 Year
−4.33%
6.27%
Alpha – 3 Years
−2.84%
−8.88%
Information Ratio – 3 Years
-0.28
-0.48
Volatility – 1 Year
18.83%
15.51%
Volatility – 3 Years
15.47%
18.23%
Beta – 1 Year
1.02
0.71
Beta – 3 Years
0.86
0.88
Sharpe Ratio – 1 Year
-0.44
0.29
Sharpe Ratio – 3 Years
0.12
-0.05
Worst Rolling Year
6.16%
3.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−24.77%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
9.99%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
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Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
3% / 2% / 1%