Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
10.15%
6 Months
2.87%
31.39%
1 Year
8.13%
26.01%
3 Years
16.18%
19.28%
5 Years
18.39%
23.67%
Since Inception
20.76%
28.23%
Fund Age
10 yrs
5 yrs 4 mo
AUM
₹12,257.23 Cr
₹483.07 Cr
Alpha – 1 Year
5.15%
21.29%
Alpha – 3 Years
4.29%
7.19%
Information Ratio – 3 Years
0.41
0.38
Volatility – 1 Year
17.45%
27.77%
Volatility – 3 Years
14.35%
26.19%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.22
0.78
Sharpe Ratio – 3 Years
0.68
0.61
Worst Rolling Year
-5.58%
19.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.15%
−32.66%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 12% · M 6% · S 81%
Number of Stocks
40
63
Portfolio P/E
24.82
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%