Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
1.32%
6 Months
2.87%
3.83%
1 Year
8.13%
9.77%
3 Years
16.18%
13.19%
5 Years
18.39%
12.01%
Since Inception
20.76%
14.38%
Fund Age
10 yrs
6 yrs 8 mo
AUM
₹12,257.23 Cr
₹42.66 Cr
Alpha – 1 Year
5.15%
3.80%
Alpha – 3 Years
4.29%
2.30%
Information Ratio – 3 Years
0.41
0.23
Volatility – 1 Year
17.45%
15.84%
Volatility – 3 Years
14.35%
12.64%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
0.87
1.48
Sharpe Ratio – 1 Year
0.22
0.32
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
-5.58%
9.09%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−15.18%
Recovery Period
92 days
119 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 37% · M 21% · S 27%
Number of Stocks
40
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%