Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
5.54%
6 Months
2.87%
29.52%
1 Year
8.13%
27.35%
3 Years
16.18%
14.30%
5 Years
18.39%
12.28%
Since Inception
20.76%
21.22%
Fund Age
10 yrs
9 yrs 10 mo
AUM
₹12,257.23 Cr
₹374.43 Cr
Alpha – 1 Year
5.15%
22.63%
Alpha – 3 Years
4.29%
2.21%
Information Ratio – 3 Years
0.41
0.15
Volatility – 1 Year
17.45%
28.49%
Volatility – 3 Years
14.35%
24.50%
Beta – 1 Year
0.98
1.39
Beta – 3 Years
0.87
1.24
Sharpe Ratio – 1 Year
0.22
0.80
Sharpe Ratio – 3 Years
0.68
0.46
Worst Rolling Year
-5.58%
-3.89%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−13.15%
−30.92%
Recovery Period
92 days
484 days
1-Year Rolling Windows Positive
87.09%
98.76%
Median Rolling Year
23.41%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 4% · S 95%
Number of Stocks
40
29
Portfolio P/E
24.82
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%