Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
2.87%
11.98%
1 Year
8.13%
18.12%
3 Years
16.18%
18.24%
5 Years
18.39%
—
Since Inception
20.76%
20.21%
Fund Age
10 yrs
4 yrs 8 mo
AUM
₹12,257.23 Cr
₹424.87 Cr
Alpha – 1 Year
5.15%
13.40%
Alpha – 3 Years
4.29%
6.15%
Information Ratio – 3 Years
0.41
0.85
Volatility – 1 Year
17.45%
22.44%
Volatility – 3 Years
14.35%
19.69%
Beta – 1 Year
0.98
1.22
Beta – 3 Years
0.87
1.10
Sharpe Ratio – 1 Year
0.22
0.61
Sharpe Ratio – 3 Years
0.68
0.80
Worst Rolling Year
-5.58%
18.24%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−13.15%
−25.57%
Recovery Period
92 days
337 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
M 1% · S 89%
Number of Stocks
40
30
Portfolio P/E
24.82
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%