Portfolio Management Services (PMS)Compare Schemes
Bay India Opportunities Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Bay India Opportunities Portfolio
Wright Factor 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%
10.96%
6 Months
7.28%
14.84%
1 Year
−4.68%
16.93%
3 Years
6.16%
—
5 Years
—
—
Since Inception
11.66%
20.33%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹81.86 Cr
₹214.05 Cr
Alpha – 1 Year
−4.33%
12.21%
Alpha – 3 Years
−2.84%
—
Information Ratio – 3 Years
-0.28
0.51
Volatility – 1 Year
18.83%
22.29%
Volatility – 3 Years
15.47%
21.03%
Beta – 1 Year
1.02
0.97
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
-0.44
0.57
Sharpe Ratio – 3 Years
0.12
0.72
Worst Rolling Year
6.16%
18.92%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.77%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.85%
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 21% · S 66%
L 12% · M 21% · S 55%
Number of Stocks
25
25
Portfolio P/E
24.93
38.40
Top 5 Holdings
—
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0.5%
0% / 0% / 0%