Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
2.87%
10.94%
1 Year
8.13%
14.16%
3 Years
16.18%
7.74%
5 Years
18.39%
3.22%
Since Inception
20.76%
10.15%
Fund Age
10 yrs
7 yrs 2 mo
AUM
₹12,257.23 Cr
₹34.95 Cr
Alpha – 1 Year
5.15%
14.51%
Alpha – 3 Years
4.29%
−1.26%
Information Ratio – 3 Years
0.41
-0.10
Volatility – 1 Year
17.45%
25.75%
Volatility – 3 Years
14.35%
17.58%
Beta – 1 Year
0.98
1.43
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.22
0.43
Sharpe Ratio – 3 Years
0.68
0.21
Worst Rolling Year
-5.58%
-2.37%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−13.15%
−19.75%
Recovery Period
92 days
57 days
1-Year Rolling Windows Positive
87.09%
96.22%
Median Rolling Year
23.41%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 41% · M 32% · S 26%
Number of Stocks
40
19
Portfolio P/E
24.82
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
—
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%