Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Estee-I-Alpha
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%
−0.25%
6 Months
2.87%
3.36%
1 Year
8.13%
7.71%
3 Years
16.18%
10.42%
5 Years
18.39%
9.09%
Since Inception
20.76%
10.42%
Fund Age
10 yrs
16 yrs 11 mo
AUM
₹12,257.23 Cr
₹257.93 Cr
Alpha – 1 Year
5.15%
0.40%
Alpha – 3 Years
4.29%
2.97%
Information Ratio – 3 Years
0.41
2.62
Volatility – 1 Year
17.45%
1.99%
Volatility – 3 Years
14.35%
1.94%
Beta – 1 Year
0.98
0.35
Beta – 3 Years
0.87
0.35
Sharpe Ratio – 1 Year
0.22
1.45
Sharpe Ratio – 3 Years
0.68
3.79
Worst Rolling Year
-5.58%
7.00%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%