Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
2.87%
4.45%
1 Year
8.13%
9.07%
3 Years
16.18%
17.41%
5 Years
18.39%
13.90%
Since Inception
20.76%
12.23%
Fund Age
10 yrs
25 yrs 8 mo
AUM
₹12,257.23 Cr
₹1,659.64 Cr
Alpha – 1 Year
5.15%
4.35%
Alpha – 3 Years
4.29%
5.32%
Information Ratio – 3 Years
0.41
1.35
Volatility – 1 Year
17.45%
16.92%
Volatility – 3 Years
14.35%
15.61%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
0.28
Sharpe Ratio – 3 Years
0.68
0.78
Worst Rolling Year
-5.58%
-11.28%
Value at Worst Rolling Year
₹0.94 Cr
₹0.89 Cr
Deepest Drawdown
−13.15%
−20.82%
Recovery Period
92 days
521 days
1-Year Rolling Windows Positive
87.09%
89.60%
Median Rolling Year
23.41%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 55% · M 21% · S 12%
L 58% · M 17% · S 24%
Number of Stocks
40
37
Portfolio P/E
24.82
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%