Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Right Horizons - Perennial
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%
−0.19%
6 Months
2.87%
11.46%
1 Year
8.13%
8.21%
3 Years
16.18%
12.09%
5 Years
18.39%
11.81%
Since Inception
20.76%
13.34%
Fund Age
10 yrs
5 yrs 3 mo
AUM
₹12,257.23 Cr
₹34.29 Cr
Alpha – 1 Year
5.15%
5.23%
Alpha – 3 Years
4.29%
0.21%
Information Ratio – 3 Years
0.41
0.17
Volatility – 1 Year
17.45%
24.84%
Volatility – 3 Years
14.35%
21.42%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.22
0.21
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-5.58%
7.11%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−34.77%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 5% · M 7% · S 69%
Number of Stocks
40
37
Portfolio P/E
24.82
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%