Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Green Portfolio - Dividend Yield 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%
4.23%
6 Months
2.87%
20.17%
1 Year
8.13%
23.99%
3 Years
16.18%
27.20%
5 Years
18.39%
23.84%
Since Inception
20.76%
30.10%
Fund Age
10 yrs
6 yrs 10 mo
AUM
₹12,257.23 Cr
₹35.35 Cr
Alpha – 1 Year
5.15%
21.01%
Alpha – 3 Years
4.29%
15.30%
Information Ratio – 3 Years
0.41
0.93
Volatility – 1 Year
17.45%
22.70%
Volatility – 3 Years
14.35%
22.95%
Beta – 1 Year
0.98
1.18
Beta – 3 Years
0.87
1.16
Sharpe Ratio – 1 Year
0.22
0.81
Sharpe Ratio – 3 Years
0.68
0.94
Worst Rolling Year
-5.58%
23.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.24 Cr
Deepest Drawdown
−13.15%
−22.14%
Recovery Period
92 days
199 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
32.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 23% · M 14% · S 63%
Number of Stocks
40
28
Portfolio P/E
24.82
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%