Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
2.87%
1.78%
1 Year
8.13%
6.32%
3 Years
16.18%
11.40%
5 Years
18.39%
9.32%
Since Inception
20.76%
10.72%
Fund Age
10 yrs
8 yrs 5 mo
AUM
₹12,257.23 Cr
₹314.17 Cr
Alpha – 1 Year
5.15%
6.67%
Alpha – 3 Years
4.29%
2.41%
Information Ratio – 3 Years
0.41
0.48
Volatility – 1 Year
17.45%
17.96%
Volatility – 3 Years
14.35%
15.53%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.22
0.13
Sharpe Ratio – 3 Years
0.68
0.44
Worst Rolling Year
-5.58%
7.40%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−19.45%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 66% · M 32% · S 1%
Number of Stocks
40
3
Portfolio P/E
24.82
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%