Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
7.28%
28.59%
1 Year
−4.68%
28.02%
3 Years
6.16%
18.67%
5 Years
—
17.18%
Since Inception
11.66%
20.03%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹81.86 Cr
₹221.27 Cr
Alpha – 1 Year
−4.33%
28.37%
Alpha – 3 Years
−2.84%
9.68%
Information Ratio – 3 Years
-0.28
0.87
Volatility – 1 Year
18.83%
22.32%
Volatility – 3 Years
15.47%
17.88%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
0.86
0.95
Sharpe Ratio – 1 Year
-0.44
0.99
Sharpe Ratio – 3 Years
0.12
0.81
Worst Rolling Year
6.16%
13.69%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−24.77%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
24.93
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –