Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Ksema - Multicap
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%
0.82%
6 Months
2.87%
2.65%
1 Year
8.13%
10.76%
3 Years
16.18%
12.77%
5 Years
18.39%
14.58%
Since Inception
20.76%
17.50%
Fund Age
10 yrs
7 yrs 7 mo
AUM
₹12,257.23 Cr
₹83.87 Cr
Alpha – 1 Year
5.15%
11.11%
Alpha – 3 Years
4.29%
3.77%
Information Ratio – 3 Years
0.41
0.46
Volatility – 1 Year
17.45%
18.53%
Volatility – 3 Years
14.35%
17.03%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
0.87
1.11
Sharpe Ratio – 1 Year
0.22
0.36
Sharpe Ratio – 3 Years
0.68
0.48
Worst Rolling Year
-5.58%
12.58%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−20.55%
Recovery Period
92 days
518 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 54% · M 18% · S 28%
Number of Stocks
40
51
Portfolio P/E
24.82
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%