Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Equentis Multi-Cap 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%
1.89%
6 Months
2.87%
6.49%
1 Year
8.13%
7.74%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
3.50%
Fund Age
10 yrs
18 mo
AUM
₹12,257.23 Cr
₹90.44 Cr
Alpha – 1 Year
5.15%
8.09%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
16.04%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.21
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−13.86%
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 40% · M 23% · S 27%
Number of Stocks
40
110
Portfolio P/E
24.82
36.94
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 · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
—
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
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%