Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.20%
6 Months
2.87%
6.00%
1 Year
8.13%
4.90%
3 Years
16.18%
18.50%
5 Years
18.39%
—
Since Inception
20.76%
16.60%
Fund Age
10 yrs
3 yrs
AUM
₹12,257.23 Cr
₹209.72 Cr
Alpha – 1 Year
5.15%
0.20%
Alpha – 3 Years
4.29%
6.40%
Information Ratio – 3 Years
0.41
1.16
Volatility – 1 Year
17.45%
19.79%
Volatility – 3 Years
14.35%
17.07%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.22
0.07
Sharpe Ratio – 3 Years
0.68
0.81
Worst Rolling Year
-5.58%
18.52%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.15%
−19.68%
Recovery Period
92 days
230 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 67% · M 33%
Number of Stocks
40
24
Portfolio P/E
24.82
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%