Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
−1.86%
6 Months
2.87%
0.50%
1 Year
8.13%
6.34%
3 Years
16.18%
19.74%
5 Years
18.39%
16.62%
Since Inception
20.76%
20.10%
Fund Age
10 yrs
6 yrs 1 mo
AUM
₹12,257.23 Cr
₹56.91 Cr
Alpha – 1 Year
5.15%
1.64%
Alpha – 3 Years
4.29%
7.64%
Information Ratio – 3 Years
0.41
0.90
Volatility – 1 Year
17.45%
16.52%
Volatility – 3 Years
14.35%
17.18%
Beta – 1 Year
0.98
0.89
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.22
0.14
Sharpe Ratio – 3 Years
0.68
0.84
Worst Rolling Year
-5.58%
18.93%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.15%
−18.72%
Recovery Period
92 days
245 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 59% · M 40%
Number of Stocks
40
20
Portfolio P/E
24.82
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%