Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
0.25%
6 Months
2.87%
15.19%
1 Year
8.13%
3.21%
3 Years
16.18%
19.65%
5 Years
18.39%
—
Since Inception
20.76%
25.09%
Fund Age
10 yrs
3 yrs 5 mo
AUM
₹12,257.23 Cr
₹4,148.34 Cr
Alpha – 1 Year
5.15%
0.23%
Alpha – 3 Years
4.29%
7.77%
Information Ratio – 3 Years
0.41
0.62
Volatility – 1 Year
17.45%
21.54%
Volatility – 3 Years
14.35%
22.15%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
1.15
Sharpe Ratio – 1 Year
0.22
-0.01
Sharpe Ratio – 3 Years
0.68
0.68
Worst Rolling Year
-5.58%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.15%
−27.91%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 26% · M 35% · S 37%
Number of Stocks
40
26
Portfolio P/E
24.82
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%