Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
1.68%
6 Months
2.87%
12.22%
1 Year
8.13%
16.41%
3 Years
16.18%
12.88%
5 Years
18.39%
—
Since Inception
20.76%
15.20%
Fund Age
10 yrs
3 yrs 7 mo
AUM
₹12,257.23 Cr
₹890.3 Cr
Alpha – 1 Year
5.15%
11.69%
Alpha – 3 Years
4.29%
0.79%
Information Ratio – 3 Years
0.41
0.11
Volatility – 1 Year
17.45%
18.16%
Volatility – 3 Years
14.35%
14.87%
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.22
0.64
Sharpe Ratio – 3 Years
0.68
0.54
Worst Rolling Year
-5.58%
11.39%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−13.15%
−18.04%
Recovery Period
92 days
487 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
13.55%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 21% · S 12%
L 31% · M 50% · S 18%
Number of Stocks
40
20
Portfolio P/E
24.82
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
—
—
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%