Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Emkay Investments - ENVI
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%
5.18%
6 Months
2.87%
19.69%
1 Year
8.13%
25.97%
3 Years
16.18%
17.02%
5 Years
18.39%
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Since Inception
20.76%
24.02%
Fund Age
10 yrs
4 yrs 2 mo
AUM
₹12,257.23 Cr
₹101.01 Cr
Alpha – 1 Year
5.15%
21.25%
Alpha – 3 Years
4.29%
4.93%
Information Ratio – 3 Years
0.41
0.46
Volatility – 1 Year
17.45%
21.63%
Volatility – 3 Years
14.35%
19.42%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.22
0.93
Sharpe Ratio – 3 Years
0.68
0.65
Worst Rolling Year
-5.58%
16.82%
Value at Worst Rolling Year
₹0.94 Cr
₹1.17 Cr
Deepest Drawdown
−13.15%
−20.44%
Recovery Period
92 days
365 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 21% · S 12%
L 26% · M 14% · S 51%
Number of Stocks
40
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Portfolio P/E
24.82
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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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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