Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
2.87%
24.60%
1 Year
8.13%
7.56%
3 Years
16.18%
20.98%
5 Years
18.39%
—
Since Inception
20.76%
24.10%
Fund Age
10 yrs
4 yrs 4 mo
AUM
₹12,257.23 Cr
₹3.89 Cr
Alpha – 1 Year
5.15%
4.58%
Alpha – 3 Years
4.29%
9.08%
Information Ratio – 3 Years
0.41
0.07
Volatility – 1 Year
17.45%
32.74%
Volatility – 3 Years
14.35%
27.24%
Beta – 1 Year
0.98
1.49
Beta – 3 Years
0.87
1.30
Sharpe Ratio – 1 Year
0.22
0.20
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-5.58%
17.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−13.15%
−34.40%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
—
Number of Stocks
40
27
Portfolio P/E
24.82
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%