Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Tamohara - TRUFFLE
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%
8.72%
6 Months
2.87%
28.59%
1 Year
8.13%
28.02%
3 Years
16.18%
18.67%
5 Years
18.39%
17.18%
Since Inception
20.76%
20.03%
Fund Age
10 yrs
5 yrs 4 mo
AUM
₹12,257.23 Cr
₹221.27 Cr
Alpha – 1 Year
5.15%
28.37%
Alpha – 3 Years
4.29%
9.68%
Information Ratio – 3 Years
0.41
0.87
Volatility – 1 Year
17.45%
22.32%
Volatility – 3 Years
14.35%
17.88%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.87
0.95
Sharpe Ratio – 1 Year
0.22
0.99
Sharpe Ratio – 3 Years
0.68
0.81
Worst Rolling Year
-5.58%
13.69%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−13.15%
−20.50%
Recovery Period
92 days
429 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 19% · M 4% · S 74%
Number of Stocks
40
29
Portfolio P/E
24.82
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –