Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
2.45%
6 Months
2.87%
9.02%
1 Year
8.13%
18.15%
3 Years
16.18%
18.72%
5 Years
18.39%
—
Since Inception
20.76%
22.94%
Fund Age
10 yrs
3 yrs 5 mo
AUM
₹12,257.23 Cr
₹3.73 Cr
Alpha – 1 Year
5.15%
13.43%
Alpha – 3 Years
4.29%
6.63%
Information Ratio – 3 Years
0.41
1.00
Volatility – 1 Year
17.45%
14.44%
Volatility – 3 Years
14.35%
12.28%
Beta – 1 Year
0.98
0.74
Beta – 3 Years
0.87
0.73
Sharpe Ratio – 1 Year
0.22
0.86
Sharpe Ratio – 3 Years
0.68
1.04
Worst Rolling Year
-5.58%
18.23%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−13.15%
−12.58%
Recovery Period
92 days
245 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
20.00%
5-Year Rolling Windows Positive
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%