Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.00%
6 Months
2.87%
4.51%
1 Year
8.13%
15.12%
3 Years
16.18%
22.90%
5 Years
18.39%
—
Since Inception
20.76%
24.96%
Fund Age
10 yrs
4 yrs 7 mo
AUM
₹12,257.23 Cr
₹136 Cr
Alpha – 1 Year
5.15%
10.40%
Alpha – 3 Years
4.29%
10.82%
Information Ratio – 3 Years
0.41
1.17
Volatility – 1 Year
17.45%
19.24%
Volatility – 3 Years
14.35%
20.81%
Beta – 1 Year
0.98
1.07
Beta – 3 Years
0.87
1.25
Sharpe Ratio – 1 Year
0.22
0.55
Sharpe Ratio – 3 Years
0.68
0.85
Worst Rolling Year
-5.58%
21.90%
Value at Worst Rolling Year
₹0.94 Cr
₹1.22 Cr
Deepest Drawdown
−13.15%
−25.24%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 53% · M 22% · S 20%
Number of Stocks
40
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%