Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
JM-Apex
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%
5.10%
6 Months
2.87%
17.39%
1 Year
8.13%
20.93%
3 Years
16.18%
17.01%
5 Years
18.39%
—
Since Inception
20.76%
19.54%
Fund Age
10 yrs
3 yrs 6 mo
AUM
₹12,257.23 Cr
₹615.02 Cr
Alpha – 1 Year
5.15%
16.21%
Alpha – 3 Years
4.29%
4.92%
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
19.36%
Volatility – 3 Years
14.35%
18.51%
Beta – 1 Year
0.98
1.01
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.81
Sharpe Ratio – 3 Years
0.68
0.72
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−14.79%
Recovery Period
92 days
45 days
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%