Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
0.31%
6 Months
2.87%
−0.02%
1 Year
8.13%
9.16%
3 Years
16.18%
15.25%
5 Years
18.39%
10.25%
Since Inception
20.76%
11.62%
Fund Age
10 yrs
7 yrs 3 mo
AUM
₹12,257.23 Cr
₹55.42 Cr
Alpha – 1 Year
5.15%
9.51%
Alpha – 3 Years
4.29%
6.25%
Information Ratio – 3 Years
0.41
0.85
Volatility – 1 Year
17.45%
16.48%
Volatility – 3 Years
14.35%
14.29%
Beta – 1 Year
0.98
0.90
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.22
0.29
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
-5.58%
4.67%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−13.15%
−15.77%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 43% · M 13% · S 23%
Number of Stocks
40
89
Portfolio P/E
24.82
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
—
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%