Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
4.52%
6 Months
7.02%
8.26%
1 Year
12.60%
4.50%
3 Years
17.44%
10.05%
5 Years
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Since Inception
20.23%
10.10%
Fund Age
3 yrs 7 mo
4 yrs 5 mo
AUM
₹2,497.88 Cr
₹60.73 Cr
Alpha – 1 Year
9.62%
4.93%
Alpha – 3 Years
5.55%
1.48%
Information Ratio – 3 Years
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0.19
Volatility – 1 Year
17.96%
15.08%
Volatility – 3 Years
14.91%
14.98%
Beta – 1 Year
1.01
0.81
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
0.45
-0.02
Sharpe Ratio – 3 Years
0.78
0.35
Worst Rolling Year
18.59%
7.06%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−15.14%
−22.08%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 31% · M 22% · S 40%
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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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