Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
2.87%
24.50%
1 Year
8.13%
16.08%
3 Years
16.18%
8.83%
5 Years
18.39%
7.88%
Since Inception
20.76%
9.93%
Fund Age
10 yrs
8 yrs 7 mo
AUM
₹12,257.23 Cr
₹6.19 Cr
Alpha – 1 Year
5.15%
16.43%
Alpha – 3 Years
4.29%
−0.16%
Information Ratio – 3 Years
0.41
0.06
Volatility – 1 Year
17.45%
23.83%
Volatility – 3 Years
14.35%
20.97%
Beta – 1 Year
0.98
1.19
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.22
0.51
Sharpe Ratio – 3 Years
0.68
0.26
Worst Rolling Year
-5.58%
-1.14%
Value at Worst Rolling Year
₹0.94 Cr
₹0.99 Cr
Deepest Drawdown
−13.15%
−28.92%
Recovery Period
92 days
458 days
1-Year Rolling Windows Positive
87.09%
98.16%
Median Rolling Year
23.41%
14.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 9% · M 13% · S 77%
Number of Stocks
40
33
Portfolio P/E
24.82
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
—
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%