Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Purnartha Vision Strategy
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%
5.60%
6 Months
2.87%
9.69%
1 Year
8.13%
14.36%
3 Years
16.18%
13.50%
5 Years
18.39%
8.53%
Since Inception
20.76%
11.34%
Fund Age
10 yrs
5 yrs 5 mo
AUM
₹12,257.23 Cr
₹190.75 Cr
Alpha – 1 Year
5.15%
9.64%
Alpha – 3 Years
4.29%
1.41%
Information Ratio – 3 Years
0.41
0.20
Volatility – 1 Year
17.45%
24.59%
Volatility – 3 Years
14.35%
18.73%
Beta – 1 Year
0.98
1.16
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.22
0.44
Sharpe Ratio – 3 Years
0.68
0.52
Worst Rolling Year
-5.58%
8.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−18.32%
Recovery Period
92 days
549 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 16% · M 12% · S 39%
Number of Stocks
40
—
Portfolio P/E
24.82
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%