Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Quest Investment Managers – Smart Alpha Sector Rotation
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%
1.75%
6 Months
7.02%
6.35%
1 Year
12.60%
−4.77%
3 Years
17.44%
10.09%
5 Years
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Since Inception
20.23%
11.81%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
−9.17%
Alpha – 3 Years
5.55%
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
17.96%
20.07%
Volatility – 3 Years
14.91%
18.70%
Beta – 1 Year
1.01
1.09
Beta – 3 Years
0.90
1.07
Sharpe Ratio – 1 Year
0.45
-0.41
Sharpe Ratio – 3 Years
0.78
0.34
Worst Rolling Year
18.59%
8.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−15.14%
−28.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 37% · M 25% · S 28%
Number of Stocks
37
23
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%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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