Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
4.04%
6 Months
7.02%
14.10%
1 Year
12.60%
7.50%
3 Years
17.44%
22.84%
5 Years
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Since Inception
20.23%
23.58%
Fund Age
3 yrs 7 mo
4 yrs 5 mo
AUM
₹2,497.88 Cr
₹1,282.88 Cr
Alpha – 1 Year
9.62%
4.52%
Alpha – 3 Years
5.55%
10.95%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
17.96%
21.85%
Volatility – 3 Years
14.91%
16.29%
Beta – 1 Year
1.01
1.19
Beta – 3 Years
0.90
0.92
Sharpe Ratio – 1 Year
0.45
0.18
Sharpe Ratio – 3 Years
0.78
0.98
Worst Rolling Year
18.59%
22.35%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−15.14%
−17.55%
Recovery Period
122 days
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 23% · M 12% · S 64%
Number of Stocks
37
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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