Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Right Horizons - Flexi Cap
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%
4.94%
6 Months
2.87%
11.49%
1 Year
8.13%
3.89%
3 Years
16.18%
8.19%
5 Years
18.39%
11.02%
Since Inception
20.76%
10.97%
Fund Age
10 yrs
13 yrs 8 mo
AUM
₹12,257.23 Cr
₹360.51 Cr
Alpha – 1 Year
5.15%
0.91%
Alpha – 3 Years
4.29%
−3.69%
Information Ratio – 3 Years
0.41
-0.18
Volatility – 1 Year
17.45%
23.04%
Volatility – 3 Years
14.35%
19.34%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.22
0.04
Sharpe Ratio – 3 Years
0.68
0.30
Worst Rolling Year
-5.58%
-8.10%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−13.15%
−30.43%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
95.59%
Median Rolling Year
23.41%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 38% · M 28% · S 33%
Number of Stocks
40
29
Portfolio P/E
24.82
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%