Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
5.38%
6 Months
2.87%
7.13%
1 Year
8.13%
11.04%
3 Years
16.18%
7.66%
5 Years
18.39%
8.70%
Since Inception
20.76%
14.13%
Fund Age
10 yrs
6 yrs 10 mo
AUM
₹12,257.23 Cr
₹3.45 Cr
Alpha – 1 Year
5.15%
8.06%
Alpha – 3 Years
4.29%
−4.24%
Information Ratio – 3 Years
0.41
-0.53
Volatility – 1 Year
17.45%
15.44%
Volatility – 3 Years
14.35%
15.96%
Beta – 1 Year
0.98
0.84
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.22
0.40
Sharpe Ratio – 3 Years
0.68
0.20
Worst Rolling Year
-5.58%
3.12%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−13.15%
−27.30%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 64% · M 36%
Number of Stocks
40
23
Portfolio P/E
24.82
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
—
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%