| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.26% | 0.70 | 11.86% | 68.63% |
Buoyant Capital Opportunities Multi-Cap Fund
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 | -1.23% | -4.27% | 3.34% | 18.78% | 29.09% | 19.82% | 26.56% | - | 22.58% |
| BSE 500 TRI | -1.50% | -7.79% | -0.74% | 15.81% | 21.04% | 15.36% | 19.06% | - | 16.25% |
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 | 8Y 7M | 4141.21 | BSE 500 TRI | 22.58% | 36 | 3 |
| 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 | 12.72% | -9.8% | 68.63% | 2.92% | 0.66 | 11.86% | 2.20 | 9.24% | 0.59 | 60.78 % |
| Nifty 500 | 6.77% | -12.03% | -5.26% | 0.70 | 7.64% | 0.57 | 59.80 % | |||
| Nifty Midcap 100 | -3.03% | -11.52% | -14.55% | 0.57 | 4.37% | 0.42 | 58.82 % | |||
| Nifty Smallcap 100 | -4.63% | -12.64% | -17.27% | 0.53 | 6.72% | 0.67 | 57.84 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| State Bank Of India Limited | 5.87 |
| Icici Bank Limited | 5.67 |
| Hdfc Bank Limited | 5.05 |
| Ramkrishna Forgings Limited | 4.97 |
| Indegene Limited | 3.75 |
| One 97 Communications Ltd | 3.51 |
| Axis Bank Limited | 3.20 |
| Dalmia Bharat Limited | 3.17 |
| Lic Housing Finance Ltd | 3.14 |
| Indus Towers Ltd | 3.10 |
| Max Financial Services Limited | 3.07 |
| Hindustan Unilever Ltd. | 3.06 |
| Religare Enterprises Ltd | 2.96 |
| Larsen And Toubro Limited | 2.82 |
| Itc Ltd | 2.73 |
| Blue Jet Healthcare Ltd | 2.55 |
| Bank Of Baroda | 2.53 |
| Pvr Inox Ltd | 2.45 |
| Bharat Petroleum Corporation Ltd | 2.33 |
| Icici Lombard General Insurance Company Ltd | 1.95 |
| Ultratech Cement Ltd | 1.89 |
| Vedanta Ltd | 1.82 |
| Ircon International Ltd | 1.76 |
| India Cements Ltd | 1.74 |
| Archean Chemical Industries Ltd | 1.68 |
| Star Health And Allied Insurance Company Ltd | 1.65 |
| Dr Reddys Laboratories Ltd | 1.48 |
| V2 Retail Ltd | 1.47 |
| Navin Fluorine International Ltd | 1.20 |
| Sai Silks Kalamandir Ltd | 1.20 |
| Camlin Fine Sciences Ltd | 1.10 |
| Aadhar Housing Finance Ltd | 1.04 |
| Sequent Scientific Ltd | 0.98 |
| Solar Industries India Ltd | 0.92 |
Sector Allocation
| Holding | % |
|---|---|
| Large Cap | 39.50 |
| Mid Cap | 21.10 |
| Small Cap | 31.60 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.90 |
| Mid Cap | 21.40 |
| Small Cap | 32.10 |
| Cash | 7.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 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 Oct 24.
