Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
2.87%
24.02%
1 Year
8.13%
36.06%
3 Years
16.18%
24.43%
5 Years
18.39%
16.10%
Since Inception
20.76%
15.98%
Fund Age
10 yrs
14 yrs 10 mo
AUM
₹12,257.23 Cr
₹214.08 Cr
Alpha – 1 Year
5.15%
31.34%
Alpha – 3 Years
4.29%
12.34%
Information Ratio – 3 Years
0.41
1.07
Volatility – 1 Year
17.45%
26.85%
Volatility – 3 Years
14.35%
19.70%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.22
1.08
Sharpe Ratio – 3 Years
0.68
0.96
Worst Rolling Year
-5.58%
-9.81%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−18.65%
Recovery Period
92 days
63 days
1-Year Rolling Windows Positive
87.09%
90.43%
Median Rolling Year
23.41%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 40% · M 33% · S 24%
Number of Stocks
40
31
Portfolio P/E
24.82
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%