Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ICICI Prudential - Pipe 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%
3.18%
6 Months
2.87%
10.33%
1 Year
8.13%
12.88%
3 Years
16.18%
16.20%
5 Years
18.39%
21.51%
Since Inception
20.76%
24.95%
Fund Age
10 yrs
6 yrs 11 mo
AUM
₹12,257.23 Cr
₹7,993.92 Cr
Alpha – 1 Year
5.15%
8.16%
Alpha – 3 Years
4.29%
4.11%
Information Ratio – 3 Years
0.41
0.49
Volatility – 1 Year
17.45%
18.08%
Volatility – 3 Years
14.35%
17.36%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
0.46
Sharpe Ratio – 3 Years
0.68
0.65
Worst Rolling Year
-5.58%
16.21%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−13.15%
−22.83%
Recovery Period
92 days
472 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
30.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 14% · S 84%
Number of Stocks
40
41
Portfolio P/E
24.82
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%