Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
2.87%
6.39%
1 Year
8.13%
0.37%
3 Years
16.18%
11.18%
5 Years
18.39%
—
Since Inception
20.76%
4.21%
Fund Age
10 yrs
4 yrs 6 mo
AUM
₹12,257.23 Cr
₹59.82 Cr
Alpha – 1 Year
5.15%
−2.61%
Alpha – 3 Years
4.29%
−0.71%
Information Ratio – 3 Years
0.41
0.13
Volatility – 1 Year
17.45%
22.91%
Volatility – 3 Years
14.35%
17.96%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.22
-0.11
Sharpe Ratio – 3 Years
0.68
0.38
Worst Rolling Year
-5.58%
3.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−13.15%
−25.26%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 40% · M 26% · S 33%
Number of Stocks
40
35
Portfolio P/E
24.82
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%