Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
2.87%
31.10%
1 Year
8.13%
52.47%
3 Years
16.18%
17.74%
5 Years
18.39%
16.38%
Since Inception
20.76%
15.58%
Fund Age
10 yrs
16 yrs 9 mo
AUM
₹12,257.23 Cr
₹132.42 Cr
Alpha – 1 Year
5.15%
47.75%
Alpha – 3 Years
4.29%
5.65%
Information Ratio – 3 Years
0.41
0.46
Volatility – 1 Year
17.45%
26.74%
Volatility – 3 Years
14.35%
21.32%
Beta – 1 Year
0.98
1.30
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.22
1.52
Sharpe Ratio – 3 Years
0.68
0.68
Worst Rolling Year
-5.58%
-15.93%
Value at Worst Rolling Year
₹0.94 Cr
₹0.84 Cr
Deepest Drawdown
−13.15%
−20.79%
Recovery Period
92 days
134 days
1-Year Rolling Windows Positive
87.09%
89.14%
Median Rolling Year
23.41%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 55% · M 21% · S 12%
M 9% · S 83%
Number of Stocks
40
26
Portfolio P/E
24.82
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%