Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Citrus -Index plus Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
0.83%
6 Months
2.87%
1.03%
1 Year
8.13%
5.08%
3 Years
16.18%
—
5 Years
18.39%
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Since Inception
20.76%
2.08%
Fund Age
10 yrs
2 yrs 3 mo
AUM
₹12,257.23 Cr
₹2.33 Cr
Alpha – 1 Year
5.15%
5.43%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
—
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
—
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 55% · M 24% · S 14%
Number of Stocks
40
—
Portfolio P/E
24.82
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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