Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
3.57%
6 Months
2.87%
13.27%
1 Year
8.13%
19.25%
3 Years
16.18%
19.26%
5 Years
18.39%
12.69%
Since Inception
20.76%
18.49%
Fund Age
10 yrs
7 yrs 3 mo
AUM
₹12,257.23 Cr
₹40.18 Cr
Alpha – 1 Year
5.15%
14.53%
Alpha – 3 Years
4.29%
7.17%
Information Ratio – 3 Years
0.41
0.70
Volatility – 1 Year
17.45%
26.49%
Volatility – 3 Years
14.35%
18.75%
Beta – 1 Year
0.98
1.37
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.22
0.59
Sharpe Ratio – 3 Years
0.68
0.71
Worst Rolling Year
-5.58%
12.14%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−13.15%
−15.45%
Recovery Period
92 days
24 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
20.15%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 13% · M 41% · S 44%
Number of Stocks
40
36
Portfolio P/E
24.82
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%