Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
JM Financial - Focus
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%
1.03%
6 Months
2.87%
6.82%
1 Year
8.13%
3.42%
3 Years
16.18%
13.55%
5 Years
18.39%
9.47%
Since Inception
20.76%
15.08%
Fund Age
10 yrs
13 yrs 9 mo
AUM
₹12,257.23 Cr
₹319.05 Cr
Alpha – 1 Year
5.15%
0.44%
Alpha – 3 Years
4.29%
1.66%
Information Ratio – 3 Years
0.41
0.24
Volatility – 1 Year
17.45%
13.79%
Volatility – 3 Years
14.35%
15.92%
Beta – 1 Year
0.98
0.75
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.22
-0.08
Sharpe Ratio – 3 Years
0.68
0.53
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−20.24%
Recovery Period
92 days
Not yet recovered
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%
L 63% · M 12% · S 18%
Number of Stocks
40
49
Portfolio P/E
24.82
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
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%