Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Karma - Wealth Builder
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%
4.30%
6 Months
2.87%
9.50%
1 Year
8.13%
10.30%
3 Years
16.18%
13.40%
5 Years
18.39%
13.85%
Since Inception
20.76%
12.90%
Fund Age
10 yrs
19 yrs 8 mo
AUM
₹12,257.23 Cr
₹295.65 Cr
Alpha – 1 Year
5.15%
5.60%
Alpha – 3 Years
4.29%
1.30%
Information Ratio – 3 Years
0.41
0.46
Volatility – 1 Year
17.45%
20.18%
Volatility – 3 Years
14.35%
17.30%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
0.32
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-5.58%
-20.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−13.15%
−12.92%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
82.46%
Median Rolling Year
23.41%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 55% · M 21% · S 12%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –