Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
2.87%
2.75%
1 Year
8.13%
19.54%
3 Years
16.18%
16.88%
5 Years
18.39%
17.69%
Since Inception
20.76%
15.84%
Fund Age
10 yrs
8 yrs
AUM
₹12,257.23 Cr
₹335.72 Cr
Alpha – 1 Year
5.15%
19.89%
Alpha – 3 Years
4.29%
7.88%
Information Ratio – 3 Years
0.41
0.91
Volatility – 1 Year
17.45%
22.09%
Volatility – 3 Years
14.35%
17.60%
Beta – 1 Year
0.98
1.28
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.22
0.68
Sharpe Ratio – 3 Years
0.68
0.74
Worst Rolling Year
-5.58%
9.01%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−17.25%
Recovery Period
92 days
97 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 57% · M 6% · S 37%
Number of Stocks
40
192
Portfolio P/E
24.82
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%