Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.14%
3.26%
6 Months
7.28%
4.03%
1 Year
−4.68%
0.70%
3 Years
6.16%
10.01%
5 Years
—
8.40%
Since Inception
11.66%
14.84%
Fund Age
3 yrs 7 mo
7 yrs 10 mo
AUM
₹81.86 Cr
₹2,937.84 Cr
Alpha – 1 Year
−4.33%
−2.28%
Alpha – 3 Years
−2.84%
−1.88%
Information Ratio – 3 Years
-0.28
-0.37
Volatility – 1 Year
18.83%
17.90%
Volatility – 3 Years
15.47%
14.65%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
-0.44
-0.18
Sharpe Ratio – 3 Years
0.12
0.35
Worst Rolling Year
6.16%
7.25%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.77%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 21% · S 66%
L 58% · M 15% · S 26%
Number of Stocks
25
71
Portfolio P/E
24.93
31.77
Top 5 Holdings
—
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%