Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
First Global - Indian Multi Asset Allocation
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%
1.49%
6 Months
2.87%
−0.27%
1 Year
8.13%
7.71%
3 Years
16.18%
8.88%
5 Years
18.39%
8.76%
Since Inception
20.76%
13.52%
Fund Age
10 yrs
6 yrs 6 mo
AUM
₹12,257.23 Cr
₹23.87 Cr
Alpha – 1 Year
5.15%
0.17%
Alpha – 3 Years
4.29%
−2.38%
Information Ratio – 3 Years
0.41
-0.16
Volatility – 1 Year
17.45%
13.29%
Volatility – 3 Years
14.35%
12.09%
Beta – 1 Year
0.98
1.31
Beta – 3 Years
0.87
1.39
Sharpe Ratio – 1 Year
0.22
0.23
Sharpe Ratio – 3 Years
0.68
0.33
Worst Rolling Year
-5.58%
8.03%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.15%
−16.96%
Recovery Period
92 days
334 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
—
Number of Stocks
40
66
Portfolio P/E
24.82
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%