Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
SBI AEON ALPHA PMS
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%
0.41%
6 Months
2.87%
20.81%
1 Year
8.13%
15.63%
3 Years
16.18%
13.76%
5 Years
18.39%
—
Since Inception
20.76%
14.77%
Fund Age
10 yrs
4 yrs 6 mo
AUM
₹12,257.23 Cr
₹751.68 Cr
Alpha – 1 Year
5.15%
16.06%
Alpha – 3 Years
4.29%
5.19%
Information Ratio – 3 Years
0.41
0.25
Volatility – 1 Year
17.45%
18.90%
Volatility – 3 Years
14.35%
16.75%
Beta – 1 Year
0.98
0.89
Beta – 3 Years
0.87
0.79
Sharpe Ratio – 1 Year
0.22
0.57
Sharpe Ratio – 3 Years
0.68
0.53
Worst Rolling Year
-5.58%
13.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−13.15%
−21.60%
Recovery Period
92 days
476 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 21% · S 12%
L 16% · M 11% · S 70%
Number of Stocks
40
—
Portfolio P/E
24.82
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%