Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Prudent Equity ACE Fund
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%
−2.40%
6 Months
7.02%
4.20%
1 Year
12.60%
−1.50%
3 Years
17.44%
17.60%
5 Years
—
—
Since Inception
20.23%
23.60%
Fund Age
3 yrs 7 mo
3 yrs 7 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
−3.50%
Alpha – 3 Years
5.55%
6.90%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
17.96%
23.18%
Volatility – 3 Years
14.91%
24.12%
Beta – 1 Year
1.01
1.17
Beta – 3 Years
0.90
1.20
Sharpe Ratio – 1 Year
0.45
-0.20
Sharpe Ratio – 3 Years
0.78
0.56
Worst Rolling Year
18.59%
17.56%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−15.14%
−23.18%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
27.42%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 56% · M 20% · S 20%
—
Number of Stocks
37
—
Portfolio P/E
24.82
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
3.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%