Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
2.75%
6 Months
2.87%
26.95%
1 Year
8.13%
13.12%
3 Years
16.18%
17.80%
5 Years
18.39%
15.04%
Since Inception
20.76%
22.70%
Fund Age
10 yrs
8 yrs
AUM
₹12,257.23 Cr
₹357.26 Cr
Alpha – 1 Year
5.15%
10.14%
Alpha – 3 Years
4.29%
5.90%
Information Ratio – 3 Years
0.41
0.31
Volatility – 1 Year
17.45%
32.38%
Volatility – 3 Years
14.35%
25.45%
Beta – 1 Year
0.98
1.68
Beta – 3 Years
0.87
1.37
Sharpe Ratio – 1 Year
0.22
0.36
Sharpe Ratio – 3 Years
0.68
0.56
Worst Rolling Year
-5.58%
11.19%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−13.15%
−26.50%
Recovery Period
92 days
80 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 7% · M 19% · S 59%
Number of Stocks
40
42
Portfolio P/E
24.82
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%