Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Right Horizons - Super Value Fund
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%
3.00%
6 Months
2.87%
20.83%
1 Year
8.13%
12.18%
3 Years
16.18%
13.97%
5 Years
18.39%
17.12%
Since Inception
20.76%
15.75%
Fund Age
10 yrs
13 yrs 8 mo
AUM
₹12,257.23 Cr
₹205.48 Cr
Alpha – 1 Year
5.15%
9.20%
Alpha – 3 Years
4.29%
2.09%
Information Ratio – 3 Years
0.41
0.40
Volatility – 1 Year
17.45%
27.53%
Volatility – 3 Years
14.35%
22.15%
Beta – 1 Year
0.98
1.45
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.22
0.35
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
-5.58%
-9.57%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−29.31%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
93.51%
Median Rolling Year
23.41%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 55% · M 21% · S 12%
L 17% · M 21% · S 60%
Number of Stocks
40
30
Portfolio P/E
24.82
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%