Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs NARNOLIA MID AND SMALL CAP STRATEGY
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Buoyant - Opportunities
NARNOLIA MID AND SMALL CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.14%
6 Months
2.87%
12.45%
1 Year
8.13%
10.24%
3 Years
16.18%
13.83%
5 Years
18.39%
13.18%
Since Inception
20.76%
18.22%
Fund Age
10 yrs
11 yrs 3 mo
AUM
₹12,257.23 Cr
₹141.31 Cr
Alpha – 1 Year
5.15%
5.52%
Alpha – 3 Years
4.29%
1.74%
Information Ratio – 3 Years
0.41
0.21
Volatility – 1 Year
17.45%
14.42%
Volatility – 3 Years
14.35%
17.17%
Beta – 1 Year
0.98
0.76
Beta – 3 Years
0.87
0.96
Sharpe Ratio – 1 Year
0.22
0.39
Sharpe Ratio – 3 Years
0.68
0.54
Worst Rolling Year
-5.58%
0.22%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−13.15%
−21.74%
Recovery Period
92 days
523 days
1-Year Rolling Windows Positive
87.09%
99.80%
Median Rolling Year
23.41%
18.85%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 13% · M 35% · S 50%
Number of Stocks
40
28
Portfolio P/E
24.82
37.48
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%
TVS Motor Company Ltd · 9.44%
Marico Ltd · 6.07%
Zydus Wellness Ltd · 4.97%
Jio Financial Services Ltd · 4.86%
Max Financial Services Ltd · 4.59%
Top Sectors
—
Financial Services · 31.92%
Automobile and Auto Components · 17.30%
Fast Moving Consumer Goods · 11.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%