Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Incred-Small & MidCap PMS
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%
4.27%
6 Months
2.87%
−8.15%
1 Year
8.13%
−5.39%
3 Years
16.18%
10.81%
5 Years
18.39%
—
Since Inception
20.76%
11.07%
Fund Age
10 yrs
5 yrs
AUM
₹12,257.23 Cr
₹121.08 Cr
Alpha – 1 Year
5.15%
−5.32%
Alpha – 3 Years
4.29%
−2.65%
Information Ratio – 3 Years
0.41
-0.15
Volatility – 1 Year
17.45%
24.51%
Volatility – 3 Years
14.35%
24.85%
Beta – 1 Year
0.98
1.17
Beta – 3 Years
0.87
1.18
Sharpe Ratio – 1 Year
0.22
-0.34
Sharpe Ratio – 3 Years
0.68
0.32
Worst Rolling Year
-5.58%
9.88%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.15%
−34.50%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 20% · S 78%
Number of Stocks
40
—
Portfolio P/E
24.82
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%