Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
12.76% | 0.63 | 11.68% | 67.39% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Buoyant Capital Opportunities Multi-cap | -1.84% | 1.03% | 7.79% | 42.59% | 23.20% | 29.45% | 22.44% | - | 22.17% |
BSE 500 TRI | 0.86% | 4.49% | 17.40% | 40.16% | 17.85% | 19.30% | 17.40% | - | 16.39% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Buoyant Capital Opportunities Multi-cap | Multi Cap | Sachin Khivasara | 01 June 2016 | 7Y 10M | 2,728 | BSE 500 TRI | 22.17% | 25 | 18 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 12.02% | 6.48% | 67.39% | 18.50% | 0.62 | 11.68% | 2.99 | 9.04% | 0.56 | 58.70 % |
Nifty 500 | 7.88% | 4.88% | 12.76% | 0.63 | 7.99% | 0.57 | 61.96 % | |||
Nifty Midcap 100 | -8.49% | 0.45% | -8.04% | 0.60 | 4.98% | 0.47 | 59.78 % | |||
Nifty Smallcap 100 | -13.44% | -3.65% | -17.09% | 0.58 | 7.74% | 0.77 | 59.78 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Hdfc Bank Limited | 8.50 |
Icici Bank Limited | 7.40 |
State Bank Of India Limited | 5.00 |
Ramkrishna Forgings Limited | 3.70 |
Indus Towers Ltd | 3.60 |
Kotak Mahindra Bank Limited | 3.40 |
Divis Laboratories Limited | 3.40 |
Axis Bank Limited | 3.30 |
Icici Lombard General Insurance Company Ltd | 3.30 |
Max Financial Services Limited | 3.20 |
R R Kabel Ltd | 3.00 |
Itc Ltd | 3.00 |
Aavas Financiers Ltd | 2.90 |
Motherson Sumi Systems Limited | 2.80 |
Escorts Kubota Ltd | 2.70 |
Star Health And Allied Insurance Company Ltd | 2.60 |
Glenmark Pharmaceuticals Ltd | 2.50 |
Bharti Airtel Limited | 2.30 |
Archean Chemical Industries Ltd | 1.90 |
Religare Enterprises Ltd | 1.90 |
Pvr Inox Ltd | 1.80 |
Grasim Industries Ltd | 1.70 |
Sai Silks Kalamandir Ltd | 1.60 |
Blue Jet Healthcare Ltd | 1.50 |
Orient Cement Ltd | 1.40 |
Cash And Cash Equivalents | 11.10 |
Others | 10.70 |
Sector Allocation
Holding | % |
---|---|
Banking | 22.00 |
Insurance | 8.10 |
NBFC | 6.30 |
Info Tech | 5.60 |
Automobile | 5.80 |
HealthCare | 4.30 |
Industrials | 5.00 |
Textiles | 2.60 |
Building Materials | 3.60 |
FMCG | 3.80 |
Chemicals | 4.10 |
Materials | 2.10 |
Misc | 1.30 |
Staffing | 0.90 |
Media | 0.90 |
Retail | 0.70 |
Oil & Gas | 0.10 |
Cash | 22.90 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 43.70 |
Mid Cap | 18.40 |
Small Cap | 26.90 |
Cash | 11.10 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.