Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ValPro Balanced B
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%
0.41%
6 Months
2.87%
10.49%
1 Year
8.13%
18.36%
3 Years
16.18%
16.81%
5 Years
18.39%
4.40%
Since Inception
20.76%
5.10%
Fund Age
10 yrs
5 yrs 1 mo
AUM
₹12,257.23 Cr
₹8.98 Cr
Alpha – 1 Year
5.15%
19.78%
Alpha – 3 Years
4.29%
9.07%
Information Ratio – 3 Years
0.41
0.98
Volatility – 1 Year
17.45%
22.04%
Volatility – 3 Years
14.35%
16.11%
Beta – 1 Year
0.98
1.21
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.22
0.60
Sharpe Ratio – 3 Years
0.68
0.72
Worst Rolling Year
-5.58%
-1.98%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−13.15%
−17.34%
Recovery Period
92 days
219 days
1-Year Rolling Windows Positive
87.09%
94.64%
Median Rolling Year
23.41%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 65% · M 7% · S 9%
Number of Stocks
40
39
Portfolio P/E
24.82
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
—
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%