Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Invasset - Growth Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Invasset - Growth Fund
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%
0.38%
6 Months
2.87%
2.78%
1 Year
8.13%
6.76%
3 Years
16.18%
15.24%
5 Years
18.39%
18.34%
Since Inception
20.76%
26.15%
Fund Age
10 yrs
6 yrs 7 mo
AUM
₹12,257.23 Cr
₹332.83 Cr
Alpha – 1 Year
5.15%
2.04%
Alpha – 3 Years
4.29%
3.15%
Information Ratio – 3 Years
0.41
0.19
Volatility – 1 Year
17.45%
21.45%
Volatility – 3 Years
14.35%
23.36%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.87
1.11
Sharpe Ratio – 1 Year
0.22
0.16
Sharpe Ratio – 3 Years
0.68
0.50
Worst Rolling Year
-5.58%
15.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−13.15%
−32.29%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
33.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 20% · M 5%
Number of Stocks
40
11
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%
Cash & Cash Equivalent · 100.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%