Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
2.87%
11.91%
1 Year
8.13%
10.06%
3 Years
16.18%
13.81%
5 Years
18.39%
13.88%
Since Inception
20.76%
20.20%
Fund Age
10 yrs
15 yrs 1 mo
AUM
₹12,257.23 Cr
₹980.13 Cr
Alpha – 1 Year
5.15%
5.36%
Alpha – 3 Years
4.29%
1.71%
Information Ratio – 3 Years
0.41
0.21
Volatility – 1 Year
17.45%
18.76%
Volatility – 3 Years
14.35%
19.39%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
0.32
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-5.58%
-23.74%
Value at Worst Rolling Year
₹0.94 Cr
₹0.76 Cr
Deepest Drawdown
−13.15%
−24.32%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
84.14%
Median Rolling Year
23.41%
24.84%
5-Year Rolling Windows Positive
100.00%
95.08%
Market-Cap Mix
L 55% · M 21% · S 12%
L 9% · M 13% · S 73%
Number of Stocks
40
20
Portfolio P/E
24.82
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
—
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%