Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.81%
6 Months
2.87%
9.83%
1 Year
8.13%
13.53%
3 Years
16.18%
28.65%
5 Years
18.39%
30.15%
Since Inception
20.76%
22.72%
Fund Age
10 yrs
8 yrs 8 mo
AUM
₹12,257.23 Cr
₹1,835.92 Cr
Alpha – 1 Year
5.15%
8.81%
Alpha – 3 Years
4.29%
16.56%
Information Ratio – 3 Years
0.41
1.28
Volatility – 1 Year
17.45%
19.12%
Volatility – 3 Years
14.35%
18.89%
Beta – 1 Year
0.98
0.96
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.22
0.47
Sharpe Ratio – 3 Years
0.68
1.16
Worst Rolling Year
-5.58%
-6.00%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−13.15%
−13.66%
Recovery Period
92 days
411 days
1-Year Rolling Windows Positive
87.09%
97.32%
Median Rolling Year
23.41%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%