Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
7.28%
9.86%
1 Year
−4.68%
32.16%
3 Years
6.16%
19.13%
5 Years
—
12.16%
Since Inception
11.66%
16.12%
Fund Age
3 yrs 7 mo
5 yrs 10 mo
AUM
₹81.86 Cr
₹170.31 Cr
Alpha – 1 Year
−4.33%
27.44%
Alpha – 3 Years
−2.84%
7.04%
Information Ratio – 3 Years
-0.28
0.58
Volatility – 1 Year
18.83%
17.07%
Volatility – 3 Years
15.47%
17.73%
Beta – 1 Year
1.02
0.65
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
-0.44
1.42
Sharpe Ratio – 3 Years
0.12
0.79
Worst Rolling Year
6.16%
0.71%
Value at Worst Rolling Year
₹1.06 Cr
₹1.01 Cr
Deepest Drawdown
−24.77%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
8.85%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 11% · M 1% · S 72%
Number of Stocks
25
18
Portfolio P/E
24.93
52.74
Top 5 Holdings
—
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%