Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Nippon - Emerging India - EIP
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%
2.63%
6 Months
2.87%
13.11%
1 Year
8.13%
15.44%
3 Years
16.18%
15.82%
5 Years
18.39%
15.29%
Since Inception
20.76%
15.37%
Fund Age
10 yrs
9 yrs 4 mo
AUM
₹12,257.23 Cr
₹32.48 Cr
Alpha – 1 Year
5.15%
10.72%
Alpha – 3 Years
4.29%
3.73%
Information Ratio – 3 Years
0.41
0.69
Volatility – 1 Year
17.45%
17.99%
Volatility – 3 Years
14.35%
17.45%
Beta – 1 Year
0.98
0.99
Beta – 3 Years
0.87
1.02
Sharpe Ratio – 1 Year
0.22
0.59
Sharpe Ratio – 3 Years
0.68
0.71
Worst Rolling Year
-5.58%
-6.27%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−13.15%
−21.15%
Recovery Period
92 days
474 days
1-Year Rolling Windows Positive
87.09%
92.43%
Median Rolling Year
23.41%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 8% · M 22% · S 44%
Number of Stocks
40
30
Portfolio P/E
24.82
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%