Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
0.50%
6 Months
2.87%
2.02%
1 Year
8.13%
0.60%
3 Years
16.18%
8.21%
5 Years
18.39%
5.75%
Since Inception
20.76%
9.73%
Fund Age
10 yrs
6 yrs
AUM
₹12,257.23 Cr
₹128.19 Cr
Alpha – 1 Year
5.15%
1.03%
Alpha – 3 Years
4.29%
−0.36%
Information Ratio – 3 Years
0.41
0.12
Volatility – 1 Year
17.45%
19.24%
Volatility – 3 Years
14.35%
14.76%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
0.87
0.95
Sharpe Ratio – 1 Year
0.22
-0.16
Sharpe Ratio – 3 Years
0.68
0.24
Worst Rolling Year
-5.58%
0.20%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−13.15%
−18.72%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
98.09%
Median Rolling Year
23.41%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 47% · M 42% · S 11%
Number of Stocks
40
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%