Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
SageOne - Flagship Growth OE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
−0.30%
6 Months
7.02%
10.30%
1 Year
12.60%
15.90%
3 Years
17.44%
—
5 Years
—
—
Since Inception
20.23%
7.00%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
₹2,497.88 Cr
₹1,732 Cr
Alpha – 1 Year
9.62%
12.90%
Alpha – 3 Years
5.55%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.96%
22.29%
Volatility – 3 Years
14.91%
—
Beta – 1 Year
1.01
1.39
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
0.56
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
18.59%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−15.14%
−11.45%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 20% · S 20%
L 2% · M 6% · S 76%
Number of Stocks
37
51
Portfolio P/E
24.82
47.40
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%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%