Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ORO - All Weather 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%
−0.19%
6 Months
2.87%
−0.42%
1 Year
8.13%
−4.58%
3 Years
16.18%
16.32%
5 Years
18.39%
13.17%
Since Inception
20.76%
13.94%
Fund Age
10 yrs
6 yrs 6 mo
AUM
₹12,257.23 Cr
₹13.16 Cr
Alpha – 1 Year
5.15%
−7.56%
Alpha – 3 Years
4.29%
4.42%
Information Ratio – 3 Years
0.41
0.49
Volatility – 1 Year
17.45%
16.90%
Volatility – 3 Years
14.35%
17.54%
Beta – 1 Year
0.98
0.86
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
-0.52
Sharpe Ratio – 3 Years
0.68
0.69
Worst Rolling Year
-5.58%
3.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−13.15%
−19.46%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 66% · M 23%
Number of Stocks
40
20
Portfolio P/E
24.82
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%