Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Buoyant Opportunities Strategy I
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Buoyant Opportunities Strategy I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
1.91%
6 Months
2.63%
7.02%
1 Year
3.23%
12.60%
3 Years
9.96%
17.44%
5 Years
19.65%
—
Since Inception
21.25%
20.23%
Fund Age
7 yrs 4 mo
3 yrs 7 mo
AUM
₹877.78 Cr
₹2,497.88 Cr
Alpha – 1 Year
4.78%
9.62%
Alpha – 3 Years
2.69%
5.55%
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
17.96%
Volatility – 3 Years
12.79%
14.91%
Beta – 1 Year
0.11
1.01
Beta – 3 Years
0.33
0.90
Sharpe Ratio – 1 Year
-0.98
0.45
Sharpe Ratio – 3 Years
0.37
0.78
Worst Rolling Year
9.97%
18.59%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−13.39%
−15.14%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
22.43%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 56% · M 20% · S 20%
Number of Stocks
—
37
Portfolio P/E
—
24.82
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%