Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
0.97%
6 Months
2.87%
6.33%
1 Year
8.13%
−0.99%
3 Years
16.18%
6.26%
5 Years
18.39%
6.47%
Since Inception
20.76%
5.18%
Fund Age
10 yrs
19 yrs 5 mo
AUM
₹12,257.23 Cr
₹95.89 Cr
Alpha – 1 Year
5.15%
2.51%
Alpha – 3 Years
4.29%
−2.73%
Information Ratio – 3 Years
0.41
-0.10
Volatility – 1 Year
17.45%
20.93%
Volatility – 3 Years
14.35%
17.77%
Beta – 1 Year
0.98
1.14
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
-0.20
Sharpe Ratio – 3 Years
0.68
0.23
Worst Rolling Year
-5.58%
-21.50%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−13.15%
−30.66%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
74.63%
Median Rolling Year
23.41%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 55% · M 21% · S 12%
L 77% · M 12% · S 11%
Number of Stocks
40
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%