Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs First Water Capital Fund - II
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
First Water Capital Fund - II
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%
4.29%
6 Months
7.02%
13.07%
1 Year
12.60%
6.96%
3 Years
17.44%
18.80%
5 Years
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Since Inception
20.23%
19.50%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹2,497.88 Cr
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Alpha – 1 Year
9.62%
1.48%
Alpha – 3 Years
5.55%
1.90%
Information Ratio – 3 Years
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Volatility – 1 Year
17.96%
22.08%
Volatility – 3 Years
14.91%
18.54%
Beta – 1 Year
1.01
0.94
Beta – 3 Years
0.90
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Sharpe Ratio – 1 Year
0.45
0.16
Sharpe Ratio – 3 Years
0.78
0.73
Worst Rolling Year
18.59%
18.38%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−15.14%
−19.34%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
18.38%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 1% · M 5% · S 89%
Number of Stocks
37
37
Portfolio P/E
24.82
12.80
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%
Karnataka Bank Ltd · 7.45%
Redington Ltd · 6.12%
Jindal Saw Ltd · 5.93%
Steel Strips Wheels Ltd · 5.90%
IIFL Finance Ltd · 5.50%
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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