Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.10%
6 Months
2.87%
9.66%
1 Year
8.13%
−3.09%
3 Years
16.18%
6.08%
5 Years
18.39%
7.39%
Since Inception
20.76%
14.00%
Fund Age
10 yrs
10 yrs 8 mo
AUM
₹12,257.23 Cr
₹23.99 Cr
Alpha – 1 Year
5.15%
−7.81%
Alpha – 3 Years
4.29%
−6.01%
Information Ratio – 3 Years
0.41
-0.36
Volatility – 1 Year
17.45%
26.88%
Volatility – 3 Years
14.35%
21.87%
Beta – 1 Year
0.98
1.39
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.22
-0.19
Sharpe Ratio – 3 Years
0.68
0.19
Worst Rolling Year
-5.58%
-6.71%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−13.15%
−35.14%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
97.09%
Median Rolling Year
23.41%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 2% · M 15% · S 82%
Number of Stocks
40
25
Portfolio P/E
24.82
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
—
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%