Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Wallfort-India Contra Equity Fund
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%
3.26%
6 Months
7.28%
17.84%
1 Year
−4.68%
16.84%
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
22.85%
Fund Age
3 yrs 7 mo
7 mo
AUM
₹81.86 Cr
₹37.36 Cr
Alpha – 1 Year
−4.33%
12.12%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
18.83%
29.93%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.02
1.60
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.44
0.48
Sharpe Ratio – 3 Years
0.12
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
8.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 21% · S 66%
—
Number of Stocks
25
—
Portfolio P/E
24.93
—
Top 5 Holdings
—
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%