Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Sowilo Multicap Fund
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%
3.12%
6 Months
2.87%
20.18%
1 Year
8.13%
17.30%
3 Years
16.18%
18.32%
5 Years
18.39%
—
Since Inception
20.76%
21.17%
Fund Age
10 yrs
3 yrs 2 mo
AUM
₹12,257.23 Cr
₹171.55 Cr
Alpha – 1 Year
5.15%
12.58%
Alpha – 3 Years
4.29%
6.23%
Information Ratio – 3 Years
0.41
0.82
Volatility – 1 Year
17.45%
24.39%
Volatility – 3 Years
14.35%
21.61%
Beta – 1 Year
0.98
1.30
Beta – 3 Years
0.87
1.25
Sharpe Ratio – 1 Year
0.22
0.55
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
-5.58%
18.30%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−13.15%
−26.88%
Recovery Period
92 days
487 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 4% · M 4% · S 88%
Number of Stocks
40
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%