Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Centrum PMS - Micro
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%
5.99%
6 Months
2.87%
26.63%
1 Year
8.13%
16.86%
3 Years
16.18%
13.24%
5 Years
18.39%
17.56%
Since Inception
20.76%
16.65%
Fund Age
10 yrs
10 yrs 1 mo
AUM
₹12,257.23 Cr
₹11.38 Cr
Alpha – 1 Year
5.15%
12.14%
Alpha – 3 Years
4.29%
1.15%
Information Ratio – 3 Years
0.41
0.20
Volatility – 1 Year
17.45%
29.32%
Volatility – 3 Years
14.35%
24.13%
Beta – 1 Year
0.98
1.44
Beta – 3 Years
0.87
1.15
Sharpe Ratio – 1 Year
0.22
0.48
Sharpe Ratio – 3 Years
0.68
0.50
Worst Rolling Year
-5.58%
-10.45%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−32.02%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
89.77%
Median Rolling Year
23.41%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 1% · S 95%
Number of Stocks
40
28
Portfolio P/E
24.82
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%