Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Negen Undiscovered Value Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Negen Undiscovered Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
−0.23%
6 Months
7.02%
19.91%
1 Year
12.60%
7.30%
3 Years
17.44%
28.09%
5 Years
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Since Inception
20.23%
27.99%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹2,497.88 Cr
₹907.79 Cr
Alpha – 1 Year
9.62%
4.32%
Alpha – 3 Years
5.55%
16.19%
Information Ratio – 3 Years
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Volatility – 1 Year
17.96%
24.79%
Volatility – 3 Years
14.91%
21.12%
Beta – 1 Year
1.01
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
0.18
Sharpe Ratio – 3 Years
0.78
1.03
Worst Rolling Year
18.59%
28.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.28 Cr
Deepest Drawdown
−15.14%
−21.22%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
29.72%
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%
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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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