Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.73%
3.26%
6 Months
2.87%
4.03%
1 Year
8.13%
0.70%
3 Years
16.18%
10.01%
5 Years
18.39%
8.40%
Since Inception
20.76%
14.84%
Fund Age
10 yrs
7 yrs 10 mo
AUM
₹12,257.23 Cr
₹2,937.84 Cr
Alpha – 1 Year
5.15%
−2.28%
Alpha – 3 Years
4.29%
−1.88%
Information Ratio – 3 Years
0.41
-0.37
Volatility – 1 Year
17.45%
17.90%
Volatility – 3 Years
14.35%
14.65%
Beta – 1 Year
0.98
1.00
Beta – 3 Years
0.87
0.93
Sharpe Ratio – 1 Year
0.22
-0.18
Sharpe Ratio – 3 Years
0.68
0.35
Worst Rolling Year
-5.58%
7.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−18.24%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 58% · M 15% · S 26%
Number of Stocks
40
71
Portfolio P/E
24.82
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%