Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Taksh India Enterprising 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%
6.14%
6 Months
7.02%
25.35%
1 Year
12.60%
19.51%
3 Years
17.44%
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5 Years
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Since Inception
20.23%
10.22%
Fund Age
3 yrs 7 mo
1 yr 11 mo
AUM
₹2,497.88 Cr
₹553.62 Cr
Alpha – 1 Year
9.62%
16.14%
Alpha – 3 Years
5.55%
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Information Ratio – 3 Years
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Volatility – 1 Year
17.96%
16.04%
Volatility – 3 Years
14.91%
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Beta – 1 Year
1.01
1.04
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
1.14
Sharpe Ratio – 3 Years
0.78
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Worst Rolling Year
18.59%
-6.05%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−15.14%
−12.78%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
22.43%
3.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 40% · M 18% · S 41%
Number of Stocks
37
25
Portfolio P/E
24.82
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
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Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
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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