Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.73%
6 Months
2.87%
9.02%
1 Year
8.13%
1.62%
3 Years
16.18%
4.68%
5 Years
18.39%
—
Since Inception
20.76%
5.77%
Fund Age
10 yrs
4 yrs 7 mo
AUM
₹12,257.23 Cr
₹13.09 Cr
Alpha – 1 Year
5.15%
−3.10%
Alpha – 3 Years
4.29%
−7.41%
Information Ratio – 3 Years
0.41
-1.02
Volatility – 1 Year
17.45%
18.69%
Volatility – 3 Years
14.35%
17.05%
Beta – 1 Year
0.98
0.99
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
-0.11
Sharpe Ratio – 3 Years
0.68
0.01
Worst Rolling Year
-5.58%
2.83%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−13.15%
−28.39%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
7.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 33% · M 17% · S 45%
Number of Stocks
40
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—