Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
2.87%
5.19%
1 Year
8.13%
−0.45%
3 Years
16.18%
11.72%
5 Years
18.39%
—
Since Inception
20.76%
12.62%
Fund Age
10 yrs
3 yrs 8 mo
AUM
₹12,257.23 Cr
₹42.96 Cr
Alpha – 1 Year
5.15%
−3.43%
Alpha – 3 Years
4.29%
−0.17%
Information Ratio – 3 Years
0.41
-0.16
Volatility – 1 Year
17.45%
16.93%
Volatility – 3 Years
14.35%
15.20%
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.22
-0.27
Sharpe Ratio – 3 Years
0.68
0.45
Worst Rolling Year
-5.58%
11.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−13.15%
−20.38%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%