Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
2.87%
4.68%
1 Year
8.13%
1.87%
3 Years
16.18%
11.50%
5 Years
18.39%
11.18%
Since Inception
20.76%
13.51%
Fund Age
10 yrs
7 yrs 4 mo
AUM
₹12,257.23 Cr
₹149.25 Cr
Alpha – 1 Year
5.15%
−2.85%
Alpha – 3 Years
4.29%
−0.59%
Information Ratio – 3 Years
0.41
-0.25
Volatility – 1 Year
17.45%
19.19%
Volatility – 3 Years
14.35%
15.31%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
0.92
Sharpe Ratio – 1 Year
0.22
-0.09
Sharpe Ratio – 3 Years
0.68
0.39
Worst Rolling Year
-5.58%
9.38%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−17.52%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 61% · M 17% · S 18%
Number of Stocks
40
15
Portfolio P/E
24.82
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
—
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%