Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.93%
6 Months
2.87%
27.08%
1 Year
8.13%
22.70%
3 Years
16.18%
18.13%
5 Years
18.39%
21.00%
Since Inception
20.76%
30.05%
Fund Age
10 yrs
5 yrs 9 mo
AUM
₹12,257.23 Cr
₹670.5 Cr
Alpha – 1 Year
5.15%
17.98%
Alpha – 3 Years
4.29%
6.04%
Information Ratio – 3 Years
0.41
0.67
Volatility – 1 Year
17.45%
26.20%
Volatility – 3 Years
14.35%
22.70%
Beta – 1 Year
0.98
1.32
Beta – 3 Years
0.87
1.09
Sharpe Ratio – 1 Year
0.22
0.70
Sharpe Ratio – 3 Years
0.68
0.71
Worst Rolling Year
-5.58%
15.94%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−13.15%
−31.21%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
S 95%
Number of Stocks
40
26
Portfolio P/E
24.82
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%