Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ICICI Prudential PMS SMART Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ICICI Prudential PMS SMART 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%
1.01%
6 Months
2.87%
−0.43%
1 Year
8.13%
9.23%
3 Years
16.18%
18.28%
5 Years
18.39%
19.35%
Since Inception
20.76%
14.50%
Fund Age
10 yrs
11 yrs 10 mo
AUM
₹12,257.23 Cr
₹142.38 Cr
Alpha – 1 Year
5.15%
4.51%
Alpha – 3 Years
4.29%
6.19%
Information Ratio – 3 Years
0.41
1.27
Volatility – 1 Year
17.45%
17.36%
Volatility – 3 Years
14.35%
16.03%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
0.29
Sharpe Ratio – 3 Years
0.68
0.81
Worst Rolling Year
-5.58%
-11.56%
Value at Worst Rolling Year
₹0.94 Cr
₹0.88 Cr
Deepest Drawdown
−13.15%
−20.38%
Recovery Period
92 days
271 days
1-Year Rolling Windows Positive
87.09%
93.11%
Median Rolling Year
23.41%
18.84%
5-Year Rolling Windows Positive
100.00%
96.39%
Market-Cap Mix
L 55% · M 21% · S 12%
L 61% · M 15% · S 20%
Number of Stocks
40
35
Portfolio P/E
24.82
26.08
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 · 6.79%
Larsen & Toubro Ltd · 5.85%
State Bank of India · 5.57%
Bharti Airtel Ltd · 4.92%
Trent Ltd · 3.92%
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%