Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
2.33%
6 Months
2.87%
5.53%
1 Year
8.13%
9.60%
3 Years
16.18%
6.75%
5 Years
18.39%
7.07%
Since Inception
20.76%
13.02%
Fund Age
10 yrs
14 yrs 9 mo
AUM
₹12,257.23 Cr
₹179.27 Cr
Alpha – 1 Year
5.15%
9.95%
Alpha – 3 Years
4.29%
−2.25%
Information Ratio – 3 Years
0.41
-0.39
Volatility – 1 Year
17.45%
17.14%
Volatility – 3 Years
14.35%
14.92%
Beta – 1 Year
0.98
1.04
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
0.31
Sharpe Ratio – 3 Years
0.68
0.15
Worst Rolling Year
-5.58%
-6.19%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−13.15%
−21.15%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
95.53%
Median Rolling Year
23.41%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 55% · M 21% · S 12%
L 69% · M 12% · S 15%
Number of Stocks
40
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—