Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
QED Capital - Alphabets
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%
4.25%
6 Months
2.87%
7.44%
1 Year
8.13%
14.27%
3 Years
16.18%
13.32%
5 Years
18.39%
10.94%
Since Inception
20.76%
15.43%
Fund Age
10 yrs
5 yrs 4 mo
AUM
₹12,257.23 Cr
₹21.45 Cr
Alpha – 1 Year
5.15%
9.55%
Alpha – 3 Years
4.29%
1.23%
Information Ratio – 3 Years
0.41
0.37
Volatility – 1 Year
17.45%
12.68%
Volatility – 3 Years
14.35%
17.36%
Beta – 1 Year
0.98
0.58
Beta – 3 Years
0.87
0.73
Sharpe Ratio – 1 Year
0.22
0.70
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
-5.58%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−26.06%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 7% · M 28% · S 62%
Number of Stocks
40
—
Portfolio P/E
24.82
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%