Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
3.56%
6 Months
2.87%
14.31%
1 Year
8.13%
23.04%
3 Years
16.18%
17.41%
5 Years
18.39%
14.44%
Since Inception
20.76%
16.04%
Fund Age
10 yrs
5 yrs 2 mo
AUM
₹12,257.23 Cr
₹246.55 Cr
Alpha – 1 Year
5.15%
18.32%
Alpha – 3 Years
4.29%
5.32%
Information Ratio – 3 Years
0.41
0.69
Volatility – 1 Year
17.45%
16.66%
Volatility – 3 Years
14.35%
14.65%
Beta – 1 Year
0.98
0.91
Beta – 3 Years
0.87
0.83
Sharpe Ratio – 1 Year
0.22
1.02
Sharpe Ratio – 3 Years
0.68
0.82
Worst Rolling Year
-5.58%
13.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−17.20%
Recovery Period
92 days
198 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 31% · M 25% · S 41%
Number of Stocks
40
33
Portfolio P/E
24.82
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
—
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%