Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Vallum India Discovery
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%
8.27%
6 Months
2.87%
25.28%
1 Year
8.13%
14.17%
3 Years
16.18%
11.84%
5 Years
18.39%
13.19%
Since Inception
20.76%
20.72%
Fund Age
10 yrs
5 yrs 11 mo
AUM
₹12,257.23 Cr
₹1,246.45 Cr
Alpha – 1 Year
5.15%
9.45%
Alpha – 3 Years
4.29%
−0.25%
Information Ratio – 3 Years
0.41
0.04
Volatility – 1 Year
17.45%
23.38%
Volatility – 3 Years
14.35%
20.74%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.22
0.45
Sharpe Ratio – 3 Years
0.68
0.42
Worst Rolling Year
-5.58%
8.63%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.15%
−32.42%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
—
Number of Stocks
40
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%