Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
1.42%
6 Months
2.87%
31.94%
1 Year
8.13%
21.84%
3 Years
16.18%
17.21%
5 Years
18.39%
16.75%
Since Inception
20.76%
18.18%
Fund Age
10 yrs
13 yrs 5 mo
AUM
₹12,257.23 Cr
₹2,035.08 Cr
Alpha – 1 Year
5.15%
18.86%
Alpha – 3 Years
4.29%
5.32%
Information Ratio – 3 Years
0.41
0.50
Volatility – 1 Year
17.45%
24.29%
Volatility – 3 Years
14.35%
19.24%
Beta – 1 Year
0.98
1.15
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.22
0.70
Sharpe Ratio – 3 Years
0.68
0.65
Worst Rolling Year
-5.58%
-15.08%
Value at Worst Rolling Year
₹0.94 Cr
₹0.85 Cr
Deepest Drawdown
−13.15%
−8.16%
Recovery Period
92 days
15 days
1-Year Rolling Windows Positive
87.09%
82.66%
Median Rolling Year
23.41%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 55% · M 21% · S 12%
L 23% · M 1% · S 69%
Number of Stocks
40
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%