Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Matterhorn India Fund
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%
3.36%
6 Months
7.02%
10.52%
1 Year
12.60%
4.14%
3 Years
17.44%
—
5 Years
—
—
Since Inception
20.23%
17.49%
Fund Age
3 yrs 7 mo
2 yrs 10 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
0.77%
Alpha – 3 Years
5.55%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.96%
25.82%
Volatility – 3 Years
14.91%
—
Beta – 1 Year
1.01
1.40
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
0.06
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
18.59%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−15.14%
−20.99%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 20% · S 20%
L 0% · M 16% · S 75%
Number of Stocks
37
54
Portfolio P/E
24.82
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%