Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
MoneyGrow Asset--Bespoke
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%
4.54%
6 Months
2.87%
22.22%
1 Year
8.13%
18.30%
3 Years
16.18%
15.67%
5 Years
18.39%
—
Since Inception
20.76%
20.11%
Fund Age
10 yrs
3 yrs 4 mo
AUM
₹12,257.23 Cr
₹135.39 Cr
Alpha – 1 Year
5.15%
11.45%
Alpha – 3 Years
4.29%
4.63%
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
34.13%
Volatility – 3 Years
14.35%
22.86%
Beta – 1 Year
0.98
2.68
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.49
Sharpe Ratio – 3 Years
0.68
0.52
Worst Rolling Year
-5.58%
12.96%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−27.31%
Recovery Period
92 days
77 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.16%
5-Year Rolling Windows Positive
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%
—
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%
3% / 2% / 1%