Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Buoyant - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.73%
6 Months
10.76%
2.87%
1 Year
8.14%
8.13%
3 Years
7.76%
16.18%
5 Years
10.03%
18.39%
Since Inception
11.69%
20.76%
Fund Age
6 yrs 8 mo
10 yrs
AUM
₹87.23 Cr
₹12,257.23 Cr
Alpha – 1 Year
8.57%
5.15%
Alpha – 3 Years
−0.81%
4.29%
Information Ratio – 3 Years
0.02
0.41
Volatility – 1 Year
23.09%
17.45%
Volatility – 3 Years
18.26%
14.35%
Beta – 1 Year
1.29
0.98
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.21
0.22
Sharpe Ratio – 3 Years
0.22
0.68
Worst Rolling Year
6.59%
-5.58%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−25.42%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
13.94%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 55% · M 21% · S 12%
Number of Stocks
41
40
Portfolio P/E
25.23
24.82
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%