Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.77%
6 Months
2.87%
8.02%
1 Year
8.13%
5.50%
3 Years
16.18%
7.60%
5 Years
18.39%
9.19%
Since Inception
20.76%
14.35%
Fund Age
10 yrs
5 yrs 9 mo
AUM
₹12,257.23 Cr
₹11.85 Cr
Alpha – 1 Year
5.15%
0.78%
Alpha – 3 Years
4.29%
−4.49%
Information Ratio – 3 Years
0.41
-0.44
Volatility – 1 Year
17.45%
20.18%
Volatility – 3 Years
14.35%
17.74%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.22
0.10
Sharpe Ratio – 3 Years
0.68
0.27
Worst Rolling Year
-5.58%
7.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.15%
−24.84%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
—
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%