Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Oro-alpha compounders
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%
2.98%
6 Months
2.87%
−0.13%
1 Year
8.13%
−2.80%
3 Years
16.18%
13.20%
5 Years
18.39%
—
Since Inception
20.76%
13.51%
Fund Age
10 yrs
3 yrs 8 mo
AUM
₹12,257.23 Cr
₹30.6 Cr
Alpha – 1 Year
5.15%
−5.78%
Alpha – 3 Years
4.29%
1.30%
Information Ratio – 3 Years
0.41
0.16
Volatility – 1 Year
17.45%
16.62%
Volatility – 3 Years
14.35%
16.99%
Beta – 1 Year
0.98
0.93
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
-0.42
Sharpe Ratio – 3 Years
0.68
0.50
Worst Rolling Year
-5.58%
13.00%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−20.23%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 44% · M 26% · S 17%
Number of Stocks
40
24
Portfolio P/E
24.82
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%