Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.33%
6 Months
2.87%
9.10%
1 Year
8.13%
−3.87%
3 Years
16.18%
5.03%
5 Years
18.39%
11.30%
Since Inception
20.76%
15.74%
Fund Age
10 yrs
7 yrs 5 mo
AUM
₹12,257.23 Cr
₹51.79 Cr
Alpha – 1 Year
5.15%
−5.73%
Alpha – 3 Years
4.29%
−7.05%
Information Ratio – 3 Years
0.41
-0.47
Volatility – 1 Year
17.45%
25.89%
Volatility – 3 Years
14.35%
20.56%
Beta – 1 Year
0.98
1.37
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.22
-0.24
Sharpe Ratio – 3 Years
0.68
0.08
Worst Rolling Year
-5.58%
5.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−13.15%
−31.48%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 6% · S 89%
Number of Stocks
40
35
Portfolio P/E
24.82
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
—
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%