Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Composite India - Emerging Star Fund
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%
5.76%
6 Months
2.87%
25.00%
1 Year
8.13%
17.14%
3 Years
16.18%
16.20%
5 Years
18.39%
15.34%
Since Inception
20.76%
19.60%
Fund Age
10 yrs
7 yrs 3 mo
AUM
₹12,257.23 Cr
₹127.23 Cr
Alpha – 1 Year
5.15%
12.42%
Alpha – 3 Years
4.29%
4.43%
Information Ratio – 3 Years
0.41
0.38
Volatility – 1 Year
17.45%
23.12%
Volatility – 3 Years
14.35%
20.20%
Beta – 1 Year
0.98
1.18
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
0.56
Sharpe Ratio – 3 Years
0.68
0.61
Worst Rolling Year
-5.58%
13.55%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−13.15%
−26.74%
Recovery Period
92 days
143 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 26% · M 19% · S 50%
Number of Stocks
40
101
Portfolio P/E
24.82
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%