Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Motilal Oswal - Ethical
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%
1.53%
6 Months
2.87%
18.13%
1 Year
8.13%
13.15%
3 Years
16.18%
14.12%
5 Years
18.39%
11.96%
Since Inception
20.76%
13.25%
Fund Age
10 yrs
5 yrs 1 mo
AUM
₹12,257.23 Cr
₹77.09 Cr
Alpha – 1 Year
5.15%
10.17%
Alpha – 3 Years
4.29%
2.24%
Information Ratio – 3 Years
0.41
0.36
Volatility – 1 Year
17.45%
23.76%
Volatility – 3 Years
14.35%
19.81%
Beta – 1 Year
0.98
1.23
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.22
0.40
Sharpe Ratio – 3 Years
0.68
0.50
Worst Rolling Year
-5.58%
8.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.15%
−27.15%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 28% · M 28% · S 44%
Number of Stocks
40
20
Portfolio P/E
24.82
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%