Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Unifi APJ 20*
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%
3.07%
6 Months
2.87%
13.63%
1 Year
8.13%
10.76%
3 Years
16.18%
13.00%
5 Years
18.39%
13.13%
Since Inception
20.76%
20.07%
Fund Age
10 yrs
10 yrs 11 mo
AUM
₹12,257.23 Cr
₹942.94 Cr
Alpha – 1 Year
5.15%
6.04%
Alpha – 3 Years
4.29%
0.91%
Information Ratio – 3 Years
0.41
0.27
Volatility – 1 Year
17.45%
18.61%
Volatility – 3 Years
14.35%
17.55%
Beta – 1 Year
0.98
1.02
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.22
0.35
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-5.58%
-10.32%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−13.15%
−17.59%
Recovery Period
92 days
518 days
1-Year Rolling Windows Positive
87.09%
95.82%
Median Rolling Year
23.41%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 15% · M 3% · S 82%
Number of Stocks
40
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Portfolio P/E
24.82
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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