Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Prosperity - Discovery Fund
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%
4.17%
6 Months
2.87%
20.15%
1 Year
8.13%
7.22%
3 Years
16.18%
9.88%
5 Years
18.39%
10.18%
Since Inception
20.76%
17.47%
Fund Age
10 yrs
5 yrs 8 mo
AUM
₹12,257.23 Cr
₹112.12 Cr
Alpha – 1 Year
5.15%
2.50%
Alpha – 3 Years
4.29%
−2.21%
Information Ratio – 3 Years
0.41
-0.17
Volatility – 1 Year
17.45%
30.34%
Volatility – 3 Years
14.35%
23.32%
Beta – 1 Year
0.98
1.54
Beta – 3 Years
0.87
1.29
Sharpe Ratio – 1 Year
0.22
0.19
Sharpe Ratio – 3 Years
0.68
0.29
Worst Rolling Year
-5.58%
8.52%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−32.53%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
M 39% · S 59%
Number of Stocks
40
28
Portfolio P/E
24.82
38.78
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%
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Top Sectors
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%