Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
−0.27%
6 Months
2.87%
3.15%
1 Year
8.13%
1.21%
3 Years
16.18%
7.56%
5 Years
18.39%
7.07%
Since Inception
20.76%
8.52%
Fund Age
10 yrs
9 yrs 8 mo
AUM
₹12,257.23 Cr
₹13.66 Cr
Alpha – 1 Year
5.15%
−5.64%
Alpha – 3 Years
4.29%
−3.47%
Information Ratio – 3 Years
0.41
-0.30
Volatility – 1 Year
17.45%
12.30%
Volatility – 3 Years
14.35%
8.49%
Beta – 1 Year
0.98
1.19
Beta – 3 Years
0.87
0.90
Sharpe Ratio – 1 Year
0.22
-0.24
Sharpe Ratio – 3 Years
0.68
0.19
Worst Rolling Year
-5.58%
1.86%
Value at Worst Rolling Year
₹0.94 Cr
₹1.02 Cr
Deepest Drawdown
−13.15%
−11.36%
Recovery Period
92 days
126 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
9.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 26% · M 7% · S 35%
Number of Stocks
40
30
Portfolio P/E
24.82
27.21
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%
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
—
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%