Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
True-Equity Factor Quant
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%
1.09%
6 Months
2.87%
3.47%
1 Year
8.13%
−3.80%
3 Years
16.18%
11.26%
5 Years
18.39%
—
Since Inception
20.76%
13.40%
Fund Age
10 yrs
3 yrs 11 mo
AUM
₹12,257.23 Cr
₹143.29 Cr
Alpha – 1 Year
5.15%
−6.78%
Alpha – 3 Years
4.29%
−0.63%
Information Ratio – 3 Years
0.41
-0.10
Volatility – 1 Year
17.45%
15.14%
Volatility – 3 Years
14.35%
16.91%
Beta – 1 Year
0.98
0.83
Beta – 3 Years
0.87
0.99
Sharpe Ratio – 1 Year
0.22
-0.54
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
-5.58%
11.18%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−13.15%
−27.14%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
—
Number of Stocks
40
50
Portfolio P/E
24.82
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
—
—
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%