Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
−0.46%
6 Months
2.87%
6.77%
1 Year
8.13%
7.38%
3 Years
16.18%
9.03%
5 Years
18.39%
—
Since Inception
20.76%
10.29%
Fund Age
10 yrs
4 yrs 2 mo
AUM
₹12,257.23 Cr
₹9.69 Cr
Alpha – 1 Year
5.15%
7.73%
Alpha – 3 Years
4.29%
0.04%
Information Ratio – 3 Years
0.41
0.09
Volatility – 1 Year
17.45%
17.08%
Volatility – 3 Years
14.35%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.22
0.20
Sharpe Ratio – 3 Years
0.68
0.33
Worst Rolling Year
-5.58%
7.39%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−24.88%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 41% · M 53%
Number of Stocks
40
22
Portfolio P/E
24.82
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –