Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Capgrow - Special Situations
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.89%
6 Months
2.87%
10.00%
1 Year
8.13%
−1.96%
3 Years
16.18%
9.82%
5 Years
18.39%
10.88%
Since Inception
20.76%
15.88%
Fund Age
10 yrs
7 yrs 9 mo
AUM
₹12,257.23 Cr
₹132.34 Cr
Alpha – 1 Year
5.15%
−4.94%
Alpha – 3 Years
4.29%
−2.07%
Information Ratio – 3 Years
0.41
-0.27
Volatility – 1 Year
17.45%
23.02%
Volatility – 3 Years
14.35%
21.53%
Beta – 1 Year
0.98
1.20
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.22
-0.20
Sharpe Ratio – 3 Years
0.68
0.32
Worst Rolling Year
-5.58%
9.15%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−28.98%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 10% · M 2% · S 86%
Number of Stocks
40
59
Portfolio P/E
24.82
—
Top 5 Holdings
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
—
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%