Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
7.28%
6.77%
1 Year
−4.68%
7.38%
3 Years
6.16%
9.03%
5 Years
—
—
Since Inception
11.66%
10.29%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹81.86 Cr
₹9.69 Cr
Alpha – 1 Year
−4.33%
7.73%
Alpha – 3 Years
−2.84%
0.04%
Information Ratio – 3 Years
-0.28
0.09
Volatility – 1 Year
18.83%
17.08%
Volatility – 3 Years
15.47%
16.18%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
-0.44
0.20
Sharpe Ratio – 3 Years
0.12
0.33
Worst Rolling Year
6.16%
7.39%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.77%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
9.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 21% · S 66%
L 41% · M 53%
Number of Stocks
25
22
Portfolio P/E
24.93
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
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% / – / –