Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Wright Factor Fund
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%
10.96%
6 Months
2.87%
14.84%
1 Year
8.13%
16.93%
3 Years
16.18%
—
5 Years
18.39%
—
Since Inception
20.76%
20.33%
Fund Age
10 yrs
3 yrs
AUM
₹12,257.23 Cr
₹214.05 Cr
Alpha – 1 Year
5.15%
12.21%
Alpha – 3 Years
4.29%
—
Information Ratio – 3 Years
0.41
0.51
Volatility – 1 Year
17.45%
22.29%
Volatility – 3 Years
14.35%
21.03%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.22
0.57
Sharpe Ratio – 3 Years
0.68
0.72
Worst Rolling Year
-5.58%
18.92%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.15%
−27.91%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 12% · M 21% · S 55%
Number of Stocks
40
25
Portfolio P/E
24.82
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%