Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Nepean Long Term Opportunities Fund II
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Nepean Long Term Opportunities 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%
8.97%
6 Months
7.02%
29.43%
1 Year
12.60%
32.84%
3 Years
17.44%
16.76%
5 Years
—
—
Since Inception
20.23%
15.76%
Fund Age
3 yrs 7 mo
4 yrs 10 mo
AUM
₹2,497.88 Cr
₹139.08 Cr
Alpha – 1 Year
9.62%
28.44%
Alpha – 3 Years
5.55%
5.29%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
17.96%
19.83%
Volatility – 3 Years
14.91%
18.69%
Beta – 1 Year
1.01
0.91
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
0.45
1.25
Sharpe Ratio – 3 Years
0.78
0.64
Worst Rolling Year
18.59%
11.08%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−15.14%
−24.68%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
14.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 56% · M 20% · S 20%
L 13% · M 27% · S 60%
Number of Stocks
37
25
Portfolio P/E
24.82
55.77
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%
Piramal Finance Ltd · 8.14%
Amber Enterprises India Ltd · 6.37%
Bharti Airtel Ltd · 6.16%
Manappuram Finance Ltd · 5.90%
Aeroflex Industries Ltd · 5.76%
Top Sectors
—
Capital Goods · 35.04%
Financial Services · 20.51%
Telecommunication · 9.07%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
– / 1.5% / 1.5%