Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Invesco - Rise
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%
5.01%
6 Months
2.87%
8.17%
1 Year
8.13%
19.57%
3 Years
16.18%
18.20%
5 Years
18.39%
15.63%
Since Inception
20.76%
14.42%
Fund Age
10 yrs
10 yrs 4 mo
AUM
₹12,257.23 Cr
₹337.5 Cr
Alpha – 1 Year
5.15%
14.85%
Alpha – 3 Years
4.29%
6.11%
Information Ratio – 3 Years
0.41
0.93
Volatility – 1 Year
17.45%
14.72%
Volatility – 3 Years
14.35%
15.36%
Beta – 1 Year
0.98
0.78
Beta – 3 Years
0.87
0.92
Sharpe Ratio – 1 Year
0.22
0.93
Sharpe Ratio – 3 Years
0.68
0.83
Worst Rolling Year
-5.58%
-10.21%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−21.92%
Recovery Period
92 days
231 days
1-Year Rolling Windows Positive
87.09%
88.56%
Median Rolling Year
23.41%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 49% · M 27% · S 21%
Number of Stocks
40
23
Portfolio P/E
24.82
50.96
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%
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—