Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Capitalmind - Surge India
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%
−2.53%
6 Months
2.87%
2.18%
1 Year
8.13%
−4.96%
3 Years
16.18%
15.69%
5 Years
18.39%
15.58%
Since Inception
20.76%
10.95%
Fund Age
10 yrs
8 yrs 8 mo
AUM
₹12,257.23 Cr
₹649.19 Cr
Alpha – 1 Year
5.15%
−4.53%
Alpha – 3 Years
4.29%
7.12%
Information Ratio – 3 Years
0.41
0.60
Volatility – 1 Year
17.45%
15.34%
Volatility – 3 Years
14.35%
18.43%
Beta – 1 Year
0.98
0.74
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
-0.61
Sharpe Ratio – 3 Years
0.68
0.59
Worst Rolling Year
-5.58%
-6.10%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−13.15%
−22.16%
Recovery Period
92 days
122 days
1-Year Rolling Windows Positive
87.09%
91.42%
Median Rolling Year
23.41%
20.85%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
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Number of Stocks
40
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%