Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
SBI MF - ESG Portfolio
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%
2.26%
6 Months
2.87%
18.40%
1 Year
8.13%
9.21%
3 Years
16.18%
13.13%
5 Years
18.39%
13.39%
Since Inception
20.76%
14.83%
Fund Age
10 yrs
10 yrs
AUM
₹12,257.23 Cr
₹666.2 Cr
Alpha – 1 Year
5.15%
9.64%
Alpha – 3 Years
4.29%
4.56%
Information Ratio – 3 Years
0.41
0.38
Volatility – 1 Year
17.45%
18.95%
Volatility – 3 Years
14.35%
16.01%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
0.87
0.90
Sharpe Ratio – 1 Year
0.22
0.27
Sharpe Ratio – 3 Years
0.68
0.52
Worst Rolling Year
-5.58%
-3.31%
Value at Worst Rolling Year
₹0.94 Cr
₹0.97 Cr
Deepest Drawdown
−13.15%
−20.80%
Recovery Period
92 days
109 days
1-Year Rolling Windows Positive
87.09%
96.71%
Median Rolling Year
23.41%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%