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Bay India Opportunities Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
5.72%
6 Months
7.28%
23.48%
1 Year
−4.68%
38.68%
3 Years
6.16%
26.01%
5 Years
—
16.58%
Since Inception
11.66%
18.98%
Fund Age
3 yrs 7 mo
16 yrs 6 mo
AUM
₹81.86 Cr
₹1,885.18 Cr
Alpha – 1 Year
−4.33%
33.96%
Alpha – 3 Years
−2.84%
13.92%
Information Ratio – 3 Years
-0.28
1.27
Volatility – 1 Year
18.83%
28.06%
Volatility – 3 Years
15.47%
20.41%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
-0.44
1.12
Sharpe Ratio – 3 Years
0.12
1.06
Worst Rolling Year
6.16%
-4.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−24.77%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
8.85%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 11% · M 21% · S 66%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
24.93
45.86
Top 5 Holdings
—
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
1% / 0% / 0%