Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
2.87%
12.07%
1 Year
8.13%
11.66%
3 Years
16.18%
13.52%
5 Years
18.39%
—
Since Inception
20.76%
14.98%
Fund Age
10 yrs
3 yrs 6 mo
AUM
₹12,257.23 Cr
₹447.27 Cr
Alpha – 1 Year
5.15%
6.94%
Alpha – 3 Years
4.29%
1.43%
Information Ratio – 3 Years
0.41
0.13
Volatility – 1 Year
17.45%
21.15%
Volatility – 3 Years
14.35%
18.85%
Beta – 1 Year
0.98
1.14
Beta – 3 Years
0.87
1.10
Sharpe Ratio – 1 Year
0.22
0.37
Sharpe Ratio – 3 Years
0.68
0.48
Worst Rolling Year
-5.58%
10.55%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−13.15%
−17.40%
Recovery Period
92 days
122 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
14.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 21% · S 12%
L 28% · M 19% · S 29%
Number of Stocks
40
—
Portfolio P/E
24.82
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%