Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Solidarity Advisors - Prudence
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%
8.45%
6 Months
2.87%
29.49%
1 Year
8.13%
37.09%
3 Years
16.18%
18.49%
5 Years
18.39%
12.39%
Since Inception
20.76%
18.64%
Fund Age
10 yrs
10 yrs 3 mo
AUM
₹12,257.23 Cr
₹1,760.35 Cr
Alpha – 1 Year
5.15%
32.37%
Alpha – 3 Years
4.29%
6.40%
Information Ratio – 3 Years
0.41
0.52
Volatility – 1 Year
17.45%
25.02%
Volatility – 3 Years
14.35%
18.27%
Beta – 1 Year
0.98
1.22
Beta – 3 Years
0.87
0.89
Sharpe Ratio – 1 Year
0.22
1.18
Sharpe Ratio – 3 Years
0.68
0.74
Worst Rolling Year
-5.58%
-0.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−13.15%
−13.15%
Recovery Period
92 days
44 days
1-Year Rolling Windows Positive
87.09%
99.89%
Median Rolling Year
23.41%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 11% · S 71%
Number of Stocks
40
13
Portfolio P/E
24.82
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%