Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
2.87%
13.10%
1 Year
8.13%
18.11%
3 Years
16.18%
14.56%
5 Years
18.39%
8.71%
Since Inception
20.76%
13.67%
Fund Age
10 yrs
11 yrs 2 mo
AUM
₹12,257.23 Cr
₹138.06 Cr
Alpha – 1 Year
5.15%
18.46%
Alpha – 3 Years
4.29%
5.57%
Information Ratio – 3 Years
0.41
0.62
Volatility – 1 Year
17.45%
22.83%
Volatility – 3 Years
14.35%
16.72%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
0.61
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
-5.58%
-8.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−13.15%
−17.10%
Recovery Period
92 days
115 days
1-Year Rolling Windows Positive
87.09%
92.53%
Median Rolling Year
23.41%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 38% · M 14% · S 45%
Number of Stocks
40
18
Portfolio P/E
24.82
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%