Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Equentis Concentrated 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%
2.11%
6 Months
2.87%
6.51%
1 Year
8.13%
4.40%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
5.71%
Fund Age
10 yrs
18 mo
AUM
₹12,257.23 Cr
₹24.25 Cr
Alpha – 1 Year
5.15%
4.75%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
15.94%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
0.93
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.02
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−14.84%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 56% · M 22% · S 19%
Number of Stocks
40
59
Portfolio P/E
24.82
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
—
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%