Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
3.10%
6 Months
2.87%
4.24%
1 Year
8.13%
17.00%
3 Years
16.18%
21.79%
5 Years
18.39%
20.77%
Since Inception
20.76%
20.65%
Fund Age
10 yrs
5 yrs
AUM
₹12,257.23 Cr
₹88.27 Cr
Alpha – 1 Year
5.15%
12.28%
Alpha – 3 Years
4.29%
9.70%
Information Ratio – 3 Years
0.41
1.38
Volatility – 1 Year
17.45%
20.96%
Volatility – 3 Years
14.35%
18.52%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.22
0.60
Sharpe Ratio – 3 Years
0.68
1.04
Worst Rolling Year
-5.58%
21.72%
Value at Worst Rolling Year
₹0.94 Cr
₹1.22 Cr
Deepest Drawdown
−13.15%
−18.76%
Recovery Period
92 days
428 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 19% · M 45% · S 35%
Number of Stocks
40
25
Portfolio P/E
24.82
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
—
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%