Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Valtrust Momentum
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%
4.78%
6 Months
2.87%
15.08%
1 Year
8.13%
13.63%
3 Years
16.18%
16.91%
5 Years
18.39%
—
Since Inception
20.76%
23.12%
Fund Age
10 yrs
3 yrs 7 mo
AUM
₹12,257.23 Cr
₹78.91 Cr
Alpha – 1 Year
5.15%
8.91%
Alpha – 3 Years
4.29%
4.82%
Information Ratio – 3 Years
0.41
0.40
Volatility – 1 Year
17.45%
20.25%
Volatility – 3 Years
14.35%
21.43%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
0.87
1.18
Sharpe Ratio – 1 Year
0.22
0.47
Sharpe Ratio – 3 Years
0.68
0.59
Worst Rolling Year
-5.58%
15.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−13.15%
−29.56%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 15% · M 30% · S 55%
Number of Stocks
40
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%