Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Carnelian Capital Compounder Fund - 1
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Carnelian Capital Compounder Fund - 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
3.09%
6 Months
7.02%
12.77%
1 Year
12.60%
16.87%
3 Years
17.44%
26.82%
5 Years
—
20.86%
Since Inception
20.23%
22.48%
Fund Age
3 yrs 7 mo
7 yrs 2 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
15.35%
Alpha – 3 Years
5.55%
16.73%
Information Ratio – 3 Years
—
1.48
Volatility – 1 Year
17.96%
19.51%
Volatility – 3 Years
14.91%
18.47%
Beta – 1 Year
1.01
1.09
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
0.45
0.62
Sharpe Ratio – 3 Years
0.78
1.03
Worst Rolling Year
18.59%
11.32%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−15.14%
−16.69%
Recovery Period
122 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
24.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 20% · S 20%
L 30% · M 42% · S 28%
Number of Stocks
37
—
Portfolio P/E
24.82
—
Top 5 Holdings
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%
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—