Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Buoyant - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
1.73%
6 Months
−1.55%
2.87%
1 Year
2.26%
8.13%
3 Years
3.37%
16.18%
5 Years
4.66%
18.39%
Since Inception
9.07%
20.76%
Fund Age
6 yrs 8 mo
10 yrs
AUM
₹55.15 Cr
₹12,257.23 Cr
Alpha – 1 Year
−0.72%
5.15%
Alpha – 3 Years
−8.51%
4.29%
Information Ratio – 3 Years
-1.16
0.41
Volatility – 1 Year
17.30%
17.45%
Volatility – 3 Years
16.20%
14.35%
Beta – 1 Year
0.96
0.98
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
-0.10
0.22
Sharpe Ratio – 3 Years
-0.05
0.68
Worst Rolling Year
0.65%
-5.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−23.57%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
99.70%
87.09%
Median Rolling Year
10.16%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 55% · M 21% · S 12%
Number of Stocks
26
40
Portfolio P/E
31.94
24.82
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%