Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Eureka signature approach
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%
0.53%
6 Months
2.87%
8.20%
1 Year
8.13%
10.87%
3 Years
16.18%
16.09%
5 Years
18.39%
14.49%
Since Inception
20.76%
9.93%
Fund Age
10 yrs
8 yrs 9 mo
AUM
₹12,257.23 Cr
₹64.23 Cr
Alpha – 1 Year
5.15%
7.11%
Alpha – 3 Years
4.29%
5.20%
Information Ratio – 3 Years
0.41
0.63
Volatility – 1 Year
17.45%
21.13%
Volatility – 3 Years
14.35%
19.82%
Beta – 1 Year
0.98
1.16
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.22
0.35
Sharpe Ratio – 3 Years
0.68
0.59
Worst Rolling Year
-5.58%
-6.69%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−13.15%
−22.93%
Recovery Period
92 days
496 days
1-Year Rolling Windows Positive
87.09%
90.85%
Median Rolling Year
23.41%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 25% · M 25% · S 42%
Number of Stocks
40
42
Portfolio P/E
24.82
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –