Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.91%
2.91%
6 Months
7.02%
8.52%
1 Year
12.60%
−1.69%
3 Years
17.44%
21.12%
5 Years
—
—
Since Inception
20.23%
27.36%
Fund Age
3 yrs 7 mo
3 yrs 4 mo
AUM
₹2,497.88 Cr
₹100 Cr
Alpha – 1 Year
9.62%
−5.06%
Alpha – 3 Years
5.55%
8.57%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
17.96%
26.41%
Volatility – 3 Years
14.91%
25.24%
Beta – 1 Year
1.01
1.39
Beta – 3 Years
0.90
1.04
Sharpe Ratio – 1 Year
0.45
-0.02
Sharpe Ratio – 3 Years
0.78
0.67
Worst Rolling Year
18.59%
21.12%
Value at Worst Rolling Year
₹1.19 Cr
₹1.21 Cr
Deepest Drawdown
−15.14%
−21.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
26.37%
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
—
Performance Fee / Plan
Fixed Plan
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%