Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
0.77%
6 Months
2.87%
0.72%
1 Year
8.13%
7.26%
3 Years
16.18%
15.71%
5 Years
18.39%
16.27%
Since Inception
20.76%
18.01%
Fund Age
10 yrs
7 yrs 11 mo
AUM
₹12,257.23 Cr
₹14,208.27 Cr
Alpha – 1 Year
5.15%
2.54%
Alpha – 3 Years
4.29%
3.62%
Information Ratio – 3 Years
0.41
0.79
Volatility – 1 Year
17.45%
16.69%
Volatility – 3 Years
14.35%
15.09%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.87
0.95
Sharpe Ratio – 1 Year
0.22
0.18
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
-5.58%
12.54%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−18.56%
Recovery Period
92 days
241 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 68% · M 7% · S 24%
Number of Stocks
40
42
Portfolio P/E
24.82
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%