Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Renaissance - Midcap 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%
3.30%
6 Months
2.87%
9.86%
1 Year
8.13%
0.86%
3 Years
16.18%
8.29%
5 Years
18.39%
15.11%
Since Inception
20.76%
11.40%
Fund Age
10 yrs
8 yrs 7 mo
AUM
₹12,257.23 Cr
₹119.22 Cr
Alpha – 1 Year
5.15%
1.21%
Alpha – 3 Years
4.29%
−0.71%
Information Ratio – 3 Years
0.41
-0.05
Volatility – 1 Year
17.45%
21.27%
Volatility – 3 Years
14.35%
19.22%
Beta – 1 Year
0.98
1.20
Beta – 3 Years
0.87
1.19
Sharpe Ratio – 1 Year
0.22
-0.10
Sharpe Ratio – 3 Years
0.68
0.25
Worst Rolling Year
-5.58%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−13.15%
−29.07%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
99.76%
Median Rolling Year
23.41%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 2% · M 52% · S 44%
Number of Stocks
40
33
Portfolio P/E
24.82
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%