Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
3.05%
6 Months
2.87%
16.92%
1 Year
8.13%
10.56%
3 Years
16.18%
6.67%
5 Years
18.39%
7.52%
Since Inception
20.76%
10.84%
Fund Age
10 yrs
8 yrs 8 mo
AUM
₹12,257.23 Cr
₹10.35 Cr
Alpha – 1 Year
5.15%
5.86%
Alpha – 3 Years
4.29%
−4.55%
Information Ratio – 3 Years
0.41
-0.70
Volatility – 1 Year
17.45%
20.12%
Volatility – 3 Years
14.35%
17.20%
Beta – 1 Year
0.98
1.04
Beta – 3 Years
0.87
0.98
Sharpe Ratio – 1 Year
0.22
0.33
Sharpe Ratio – 3 Years
0.68
0.11
Worst Rolling Year
-5.58%
4.20%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−13.15%
−24.72%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 14% · M 44% · S 40%
Number of Stocks
40
21
Portfolio P/E
24.82
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
—
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%