Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
2.10%
6 Months
2.87%
29.13%
1 Year
8.13%
20.96%
3 Years
16.18%
17.22%
5 Years
18.39%
—
Since Inception
20.76%
23.59%
Fund Age
10 yrs
3 yrs 7 mo
AUM
₹12,257.23 Cr
₹147.56 Cr
Alpha – 1 Year
5.15%
16.24%
Alpha – 3 Years
4.29%
5.13%
Information Ratio – 3 Years
0.41
0.33
Volatility – 1 Year
17.45%
30.80%
Volatility – 3 Years
14.35%
25.65%
Beta – 1 Year
0.98
1.54
Beta – 3 Years
0.87
1.41
Sharpe Ratio – 1 Year
0.22
0.58
Sharpe Ratio – 3 Years
0.68
0.54
Worst Rolling Year
-5.58%
15.38%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−13.15%
−28.52%
Recovery Period
92 days
122 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 63% · M 11% · S 17%
Number of Stocks
40
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%