Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.92%
6 Months
2.87%
8.20%
1 Year
8.13%
15.48%
3 Years
16.18%
18.05%
5 Years
18.39%
15.54%
Since Inception
20.76%
14.61%
Fund Age
10 yrs
10 yrs 4 mo
AUM
₹12,257.23 Cr
₹747.6 Cr
Alpha – 1 Year
5.15%
15.83%
Alpha – 3 Years
4.29%
9.06%
Information Ratio – 3 Years
0.41
0.72
Volatility – 1 Year
17.45%
18.67%
Volatility – 3 Years
14.35%
21.45%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.87
1.31
Sharpe Ratio – 1 Year
0.22
0.58
Sharpe Ratio – 3 Years
0.68
0.64
Worst Rolling Year
-5.58%
-13.89%
Value at Worst Rolling Year
₹0.94 Cr
₹0.86 Cr
Deepest Drawdown
−13.15%
−30.97%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
77.45%
Median Rolling Year
23.41%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 35% · M 50% · S 14%
Number of Stocks
40
25
Portfolio P/E
24.82
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%