Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
2.87%
9.93%
1 Year
8.13%
7.49%
3 Years
16.18%
9.34%
5 Years
18.39%
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Since Inception
20.76%
11.87%
Fund Age
10 yrs
4 yrs 7 mo
AUM
₹12,257.23 Cr
₹1,953.44 Cr
Alpha – 1 Year
5.15%
2.77%
Alpha – 3 Years
4.29%
−2.75%
Information Ratio – 3 Years
0.41
-0.26
Volatility – 1 Year
17.45%
19.15%
Volatility – 3 Years
14.35%
16.91%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.22
0.19
Sharpe Ratio – 3 Years
0.68
0.30
Worst Rolling Year
-5.58%
8.22%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.15%
−20.91%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 21% · S 12%
L 17% · M 8% · S 75%
Number of Stocks
40
—
Portfolio P/E
24.82
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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