Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.17%
6 Months
2.87%
19.62%
1 Year
8.13%
12.19%
3 Years
16.18%
23.51%
5 Years
18.39%
13.96%
Since Inception
20.76%
23.13%
Fund Age
10 yrs
6 yrs 7 mo
AUM
₹12,257.23 Cr
₹2,332.81 Cr
Alpha – 1 Year
5.15%
9.21%
Alpha – 3 Years
4.29%
11.63%
Information Ratio – 3 Years
0.41
0.83
Volatility – 1 Year
17.45%
26.11%
Volatility – 3 Years
14.35%
21.82%
Beta – 1 Year
0.98
1.32
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.22
0.33
Sharpe Ratio – 3 Years
0.68
0.83
Worst Rolling Year
-5.58%
12.50%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−24.27%
Recovery Period
92 days
461 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 14% · M 33% · S 52%
Number of Stocks
40
33
Portfolio P/E
24.82
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%