Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
2.87%
−0.83%
1 Year
8.13%
14.95%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
15.45%
Fund Age
10 yrs
4 yrs 1 mo
AUM
₹12,257.23 Cr
₹67.74 Cr
Alpha – 1 Year
5.15%
8.24%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
0.30
Volatility – 1 Year
17.45%
16.48%
Volatility – 3 Years
14.35%
12.47%
Beta – 1 Year
0.98
1.58
Beta – 3 Years
0.87
1.45
Sharpe Ratio – 1 Year
0.22
0.60
Sharpe Ratio – 3 Years
0.68
0.77
Worst Rolling Year
-5.58%
13.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−13.15%
−14.92%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
16.42%
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –