Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
2.87%
2.04%
1 Year
8.13%
13.04%
3 Years
16.18%
15.74%
5 Years
18.39%
14.15%
Since Inception
20.76%
15.13%
Fund Age
10 yrs
14 yrs 1 mo
AUM
₹12,257.23 Cr
₹850.7 Cr
Alpha – 1 Year
5.15%
13.39%
Alpha – 3 Years
4.29%
6.74%
Information Ratio – 3 Years
0.41
1.02
Volatility – 1 Year
17.45%
18.01%
Volatility – 3 Years
14.35%
15.42%
Beta – 1 Year
0.98
1.04
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
0.48
Sharpe Ratio – 3 Years
0.68
0.76
Worst Rolling Year
-5.58%
-19.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.81 Cr
Deepest Drawdown
−13.15%
−15.54%
Recovery Period
92 days
227 days
1-Year Rolling Windows Positive
87.09%
83.40%
Median Rolling Year
23.41%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 55% · M 21% · S 12%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%