Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
9.87%
6 Months
2.87%
46.37%
1 Year
8.13%
29.61%
3 Years
16.18%
24.62%
5 Years
18.39%
—
Since Inception
20.76%
39.89%
Fund Age
10 yrs
20 mo
AUM
₹12,257.23 Cr
₹147.17 Cr
Alpha – 1 Year
5.15%
24.89%
Alpha – 3 Years
4.29%
12.53%
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
25.97%
Volatility – 3 Years
14.35%
29.84%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
0.92
Sharpe Ratio – 3 Years
0.68
1.29
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−21.24%
Recovery Period
92 days
58 days
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%