Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Motilal Oswal - Value Migration
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%
0.78%
6 Months
2.87%
11.75%
1 Year
8.13%
−2.37%
3 Years
16.18%
17.81%
5 Years
18.39%
14.66%
Since Inception
20.76%
18.91%
Fund Age
10 yrs
23 yrs 5 mo
AUM
₹12,257.23 Cr
₹3,220.2 Cr
Alpha – 1 Year
5.15%
−5.35%
Alpha – 3 Years
4.29%
5.93%
Information Ratio – 3 Years
0.41
0.54
Volatility – 1 Year
17.45%
21.49%
Volatility – 3 Years
14.35%
20.84%
Beta – 1 Year
0.98
1.07
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.22
-0.27
Sharpe Ratio – 3 Years
0.68
0.64
Worst Rolling Year
-5.58%
-7.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−13.15%
−27.33%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
94.32%
Median Rolling Year
23.41%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 28% · M 48% · S 19%
Number of Stocks
40
27
Portfolio P/E
24.82
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%