Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Omni Super Invest
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
−0.18%
6 Months
2.87%
2.67%
1 Year
8.13%
—
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
2.93%
Fund Age
10 yrs
8 mo
AUM
₹12,257.23 Cr
₹6.97 Cr
Alpha – 1 Year
5.15%
—
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
—
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
—
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 28% · M 13% · S 33%
Number of Stocks
40
43
Portfolio P/E
24.82
11.34
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%
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
—
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%