Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
2.87%
2.89%
1 Year
8.13%
2.59%
3 Years
16.18%
10.39%
5 Years
18.39%
8.86%
Since Inception
20.76%
11.13%
Fund Age
10 yrs
5 yrs 6 mo
AUM
₹12,257.23 Cr
₹63.54 Cr
Alpha – 1 Year
5.15%
−0.39%
Alpha – 3 Years
4.29%
−1.50%
Information Ratio – 3 Years
0.41
-0.34
Volatility – 1 Year
17.45%
16.68%
Volatility – 3 Years
14.35%
13.79%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.87
0.88
Sharpe Ratio – 1 Year
0.22
-0.09
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
-5.58%
6.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.15%
−15.31%
Recovery Period
92 days
227 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 69% · M 25% · S 5%
Number of Stocks
40
40
Portfolio P/E
24.82
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%