Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Composite India - GARP 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%
3.99%
6 Months
2.87%
22.77%
1 Year
8.13%
24.21%
3 Years
16.18%
13.20%
5 Years
18.39%
12.56%
Since Inception
20.76%
18.69%
Fund Age
10 yrs
7 yrs 4 mo
AUM
₹12,257.23 Cr
₹114.64 Cr
Alpha – 1 Year
5.15%
19.49%
Alpha – 3 Years
4.29%
1.43%
Information Ratio – 3 Years
0.41
0.12
Volatility – 1 Year
17.45%
24.82%
Volatility – 3 Years
14.35%
21.64%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.22
0.78
Sharpe Ratio – 3 Years
0.68
0.46
Worst Rolling Year
-5.58%
10.43%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.15%
−24.42%
Recovery Period
92 days
92 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 20% · M 28% · S 47%
Number of Stocks
40
32
Portfolio P/E
24.82
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%