Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Sowilo Multicap Fund
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%
3.12%
6 Months
7.28%
20.18%
1 Year
−4.68%
17.30%
3 Years
6.16%
18.32%
5 Years
—
—
Since Inception
11.66%
21.17%
Fund Age
3 yrs 7 mo
3 yrs 2 mo
AUM
₹81.86 Cr
₹171.55 Cr
Alpha – 1 Year
−4.33%
12.58%
Alpha – 3 Years
−2.84%
6.23%
Information Ratio – 3 Years
-0.28
0.82
Volatility – 1 Year
18.83%
24.39%
Volatility – 3 Years
15.47%
21.61%
Beta – 1 Year
1.02
1.30
Beta – 3 Years
0.86
1.25
Sharpe Ratio – 1 Year
-0.44
0.55
Sharpe Ratio – 3 Years
0.12
0.70
Worst Rolling Year
6.16%
18.30%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−24.77%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
19.41%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
L 4% · M 4% · S 88%
Number of Stocks
25
82
Portfolio P/E
24.93
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%