Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ITUS - Fundamental Value Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ITUS - Fundamental Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
2.57%
6 Months
2.87%
4.10%
1 Year
8.13%
13.37%
3 Years
16.18%
10.62%
5 Years
18.39%
8.66%
Since Inception
20.76%
17.22%
Fund Age
10 yrs
9 yrs 7 mo
AUM
₹12,257.23 Cr
₹901.22 Cr
Alpha – 1 Year
5.15%
13.72%
Alpha – 3 Years
4.29%
1.63%
Information Ratio – 3 Years
0.41
0.39
Volatility – 1 Year
17.45%
15.74%
Volatility – 3 Years
14.35%
14.93%
Beta – 1 Year
0.98
0.89
Beta – 3 Years
0.87
0.96
Sharpe Ratio – 1 Year
0.22
0.54
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
-5.58%
6.03%
Value at Worst Rolling Year
₹0.94 Cr
₹1.06 Cr
Deepest Drawdown
−13.15%
−21.19%
Recovery Period
92 days
549 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
16.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 49% · M 32% · S 14%
Number of Stocks
40
42
Portfolio P/E
24.82
43.22
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%
Hindustan Copper Ltd · 5.60%
Navin Fluorine International Ltd · 5.40%
Eternal Ltd · 5.10%
Cash & Cash Equivalent · 4.60%
ICICI Bank Ltd · 4.60%
Top Sectors
—
Financial Services · 18.10%
Healthcare · 14.60%
Chemicals · 11.30%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%