Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
MRG Capital - Wealth Protector
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%
0.67%
6 Months
2.87%
1.38%
1 Year
8.13%
7.78%
3 Years
16.18%
12.37%
5 Years
18.39%
10.07%
Since Inception
20.76%
13.18%
Fund Age
10 yrs
6 yrs 8 mo
AUM
₹12,257.23 Cr
₹1.13 Cr
Alpha – 1 Year
5.15%
8.13%
Alpha – 3 Years
4.29%
3.37%
Information Ratio – 3 Years
0.41
0.42
Volatility – 1 Year
17.45%
17.12%
Volatility – 3 Years
14.35%
14.65%
Beta – 1 Year
0.98
0.93
Beta – 3 Years
0.87
0.90
Sharpe Ratio – 1 Year
0.22
0.21
Sharpe Ratio – 3 Years
0.68
0.51
Worst Rolling Year
-5.58%
10.01%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.15%
−15.65%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 34% · M 14% · S 34%
Number of Stocks
40
43
Portfolio P/E
24.82
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%