Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Merisis Smartblend ETF
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%
0.11%
6 Months
2.87%
2.14%
1 Year
8.13%
23.87%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
23.48%
Fund Age
10 yrs
12 mo
AUM
₹12,257.23 Cr
₹6.15 Cr
Alpha – 1 Year
5.15%
24.22%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
14.34%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
0.74
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
1.21
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−11.24%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 15% · M 12% · S 21%
Number of Stocks
40
9
Portfolio P/E
24.82
97.80
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%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
—
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
– / 0% / 0%