Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
2.87%
5.24%
1 Year
8.13%
2.85%
3 Years
16.18%
13.52%
5 Years
18.39%
17.79%
Since Inception
20.76%
13.89%
Fund Age
10 yrs
8 yrs 4 mo
AUM
₹12,257.23 Cr
₹921.15 Cr
Alpha – 1 Year
5.15%
−1.87%
Alpha – 3 Years
4.29%
1.43%
Information Ratio – 3 Years
0.41
0.23
Volatility – 1 Year
17.45%
18.02%
Volatility – 3 Years
14.35%
16.70%
Beta – 1 Year
0.98
0.99
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
-0.03
Sharpe Ratio – 3 Years
0.68
0.54
Worst Rolling Year
-5.58%
-0.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−13.15%
−22.85%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
99.64%
Median Rolling Year
23.41%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 34% · M 28% · S 35%
Number of Stocks
40
35
Portfolio P/E
24.82
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%