Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
3.79%
6 Months
2.87%
18.76%
1 Year
8.13%
31.67%
3 Years
16.18%
24.57%
5 Years
18.39%
—
Since Inception
20.76%
26.31%
Fund Age
10 yrs
2 yrs 4 mo
AUM
₹12,257.23 Cr
₹160.31 Cr
Alpha – 1 Year
5.15%
26.95%
Alpha – 3 Years
4.29%
12.48%
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
17.45%
17.93%
Volatility – 3 Years
14.35%
20.59%
Beta – 1 Year
0.98
0.80
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.22
1.34
Sharpe Ratio – 3 Years
0.68
1.78
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−12.22%
Recovery Period
92 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%