Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
7.28%
24.02%
1 Year
−4.68%
36.06%
3 Years
6.16%
24.43%
5 Years
—
16.10%
Since Inception
11.66%
15.98%
Fund Age
3 yrs 7 mo
14 yrs 10 mo
AUM
₹81.86 Cr
₹214.08 Cr
Alpha – 1 Year
−4.33%
31.34%
Alpha – 3 Years
−2.84%
12.34%
Information Ratio – 3 Years
-0.28
1.07
Volatility – 1 Year
18.83%
26.85%
Volatility – 3 Years
15.47%
19.70%
Beta – 1 Year
1.02
1.34
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
-0.44
1.08
Sharpe Ratio – 3 Years
0.12
0.96
Worst Rolling Year
6.16%
-9.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−24.77%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
8.85%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 40% · M 33% · S 24%
Number of Stocks
25
31
Portfolio P/E
24.93
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%