Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
−3.81%
6 Months
2.87%
10.86%
1 Year
8.13%
−4.49%
3 Years
16.18%
22.00%
5 Years
18.39%
21.09%
Since Inception
20.76%
7.35%
Fund Age
10 yrs
8 yrs 9 mo
AUM
₹12,257.23 Cr
₹1,454.75 Cr
Alpha – 1 Year
5.15%
−7.47%
Alpha – 3 Years
4.29%
10.11%
Information Ratio – 3 Years
0.41
0.32
Volatility – 1 Year
17.45%
31.30%
Volatility – 3 Years
14.35%
27.30%
Beta – 1 Year
0.98
1.42
Beta – 3 Years
0.87
1.22
Sharpe Ratio – 1 Year
0.22
-0.18
Sharpe Ratio – 3 Years
0.68
0.66
Worst Rolling Year
-5.58%
-30.88%
Value at Worst Rolling Year
₹0.94 Cr
₹0.69 Cr
Deepest Drawdown
−13.15%
−34.06%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
83.55%
Median Rolling Year
23.41%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 55% · M 21% · S 12%
L 0% · S 88%
Number of Stocks
40
—
Portfolio P/E
24.82
—
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 · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%