Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Finideas Growth Fund Scheme-1
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Finideas Growth Fund Scheme-1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
−1.52%
6 Months
7.02%
−5.84%
1 Year
12.60%
−9.36%
3 Years
17.44%
−0.81%
5 Years
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Since Inception
20.23%
1.31%
Fund Age
3 yrs 7 mo
3 yrs 2 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
−8.74%
Alpha – 3 Years
5.55%
−8.21%
Information Ratio – 3 Years
—
-0.92
Volatility – 1 Year
17.96%
7.34%
Volatility – 3 Years
14.91%
12.42%
Beta – 1 Year
1.01
0.25
Beta – 3 Years
0.90
0.67
Sharpe Ratio – 1 Year
0.45
-2.04
Sharpe Ratio – 3 Years
0.78
-0.44
Worst Rolling Year
18.59%
-0.81%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−15.14%
−13.98%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
58.97%
Median Rolling Year
22.43%
1.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
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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%
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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