Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
1.67%
6 Months
7.02%
25.48%
1 Year
12.60%
12.76%
3 Years
17.44%
21.04%
5 Years
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Since Inception
20.23%
23.65%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
10.81%
Alpha – 3 Years
5.55%
10.39%
Information Ratio – 3 Years
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0.59
Volatility – 1 Year
17.96%
24.72%
Volatility – 3 Years
14.91%
22.61%
Beta – 1 Year
1.01
1.24
Beta – 3 Years
0.90
1.14
Sharpe Ratio – 1 Year
0.45
0.38
Sharpe Ratio – 3 Years
0.78
0.65
Worst Rolling Year
18.59%
19.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.20 Cr
Deepest Drawdown
−15.14%
−24.89%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 7% · M 28% · S 64%
Number of Stocks
37
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Portfolio P/E
24.82
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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 · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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