Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
7.67%
6 Months
2.87%
27.70%
1 Year
8.13%
47.52%
3 Years
16.18%
23.98%
5 Years
18.39%
15.87%
Since Inception
20.76%
18.55%
Fund Age
10 yrs
16 yrs 2 mo
AUM
₹12,257.23 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.15%
42.80%
Alpha – 3 Years
4.29%
11.89%
Information Ratio – 3 Years
0.41
1.12
Volatility – 1 Year
17.45%
28.29%
Volatility – 3 Years
14.35%
20.76%
Beta – 1 Year
0.98
1.36
Beta – 3 Years
0.87
1.07
Sharpe Ratio – 1 Year
0.22
1.33
Sharpe Ratio – 3 Years
0.68
0.99
Worst Rolling Year
-5.58%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−13.15%
−19.51%
Recovery Period
92 days
115 days
1-Year Rolling Windows Positive
87.09%
97.86%
Median Rolling Year
23.41%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 22% · M 32% · S 42%
Number of Stocks
40
26
Portfolio P/E
24.82
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%