Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
0.77%
6 Months
2.87%
11.30%
1 Year
8.13%
5.88%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
10.85%
Fund Age
10 yrs
2 yrs 5 mo
AUM
₹12,257.23 Cr
₹45.96 Cr
Alpha – 1 Year
5.15%
−0.98%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
21.88%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
2.00
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.12
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−19.87%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 12% · M 4% · S 66%
Number of Stocks
40
39
Portfolio P/E
24.82
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%