Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Buoyant - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
1.73%
6 Months
9.28%
2.87%
1 Year
4.13%
8.13%
3 Years
7.71%
16.18%
5 Years
8.27%
18.39%
Since Inception
11.49%
20.76%
Fund Age
8 yrs 5 mo
10 yrs
AUM
₹123.55 Cr
₹12,257.23 Cr
Alpha – 1 Year
−0.59%
5.15%
Alpha – 3 Years
−4.38%
4.29%
Information Ratio – 3 Years
-0.33
0.41
Volatility – 1 Year
21.50%
17.45%
Volatility – 3 Years
16.95%
14.35%
Beta – 1 Year
1.12
0.98
Beta – 3 Years
0.97
0.87
Sharpe Ratio – 1 Year
-0.02
0.22
Sharpe Ratio – 3 Years
0.26
0.68
Worst Rolling Year
7.04%
-5.58%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−24.41%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
15.95%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 55% · M 21% · S 12%
Number of Stocks
20
40
Portfolio P/E
49.58
24.82
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%