Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Right Horizons - India Business Leaders
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%
3.11%
6 Months
2.87%
4.12%
1 Year
8.13%
−0.25%
3 Years
16.18%
10.95%
5 Years
18.39%
10.56%
Since Inception
20.76%
10.62%
Fund Age
10 yrs
13 yrs 8 mo
AUM
₹12,257.23 Cr
₹41.22 Cr
Alpha – 1 Year
5.15%
0.18%
Alpha – 3 Years
4.29%
2.39%
Information Ratio – 3 Years
0.41
0.52
Volatility – 1 Year
17.45%
20.61%
Volatility – 3 Years
14.35%
17.57%
Beta – 1 Year
0.98
1.24
Beta – 3 Years
0.87
1.19
Sharpe Ratio – 1 Year
0.22
-0.18
Sharpe Ratio – 3 Years
0.68
0.46
Worst Rolling Year
-5.58%
-10.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.89 Cr
Deepest Drawdown
−13.15%
−22.41%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
93.48%
Median Rolling Year
23.41%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 55% · M 21% · S 12%
L 70% · M 29%
Number of Stocks
40
25
Portfolio P/E
24.82
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%