| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 5.58% | 0.73 | 11.53% | 68.27% |
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 | -6.88% | -10.39% | -10.65% | 4.79% | 24.13% | 18.22% | 24.54% | 20.77% | |
| BSE 500 TRI | -7.74% | -12.24% | -16.14% | -0.41% | 17.84% | 12.65% | 17.93% | 14.40% |
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 9M | 3,932.19 | BSE 500 TRI | 20.77% | 38 | 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 | 12.70% | -0.76% | 68.27% | 11.94% | 0.65 | 11.53% | 1.48 | 9.38% | 0.61 | 61.54 % |
| Nifty 500 | 8.12% | -2.54% | 5.58% | 0.73 | 7.70% | 0.58 | 60.58 % | |||
| Nifty Midcap 100 | -1.03% | -2.08% | -3.11% | 0.65 | 4.05% | 0.39 | 58.65 % | |||
| Nifty Smallcap 100 | -0.75% | -2.44% | -3.19% | 0.58 | 6.50% | 0.65 | 57.69 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| State Bank Of India Limited | 5.59 |
| Icici Bank Limited | 5.43 |
| Hdfc Bank Limited | 4.91 |
| Ramkrishna Forgings Limited | 4.02 |
| Blue Jet Healthcare Ltd | 3.61 |
| Axis Bank Limited | 3.52 |
| Max Financial Services Limited | 3.46 |
| Dalmia Bharat Limited | 3.38 |
| Indegene Limited | 3.36 |
| Indus Towers Ltd | 3.31 |
| One 97 Communications Ltd | 3.20 |
| Lic Housing Finance Ltd | 3.01 |
| Itc Ltd | 2.98 |
| Larsen And Toubro Limited | 2.72 |
| Pvr Inox Ltd | 2.50 |
| Bharat Petroleum Corporation Ltd | 2.38 |
| Icici Lombard General Insurance Company Ltd | 2.37 |
| Religare Enterprises Ltd | 2.29 |
| Vedanta Ltd | 2.27 |
| Ultratech Cement Ltd | 2.04 |
| V2 Retail Ltd | 2.02 |
| Camlin Fine Sciences Ltd | 1.88 |
| Bajaj Finance Limited | 1.79 |
| Manappuram Finance Ltd | 1.69 |
| Dr Reddys Laboratories Ltd | 1.56 |
| Star Health And Allied Insurance Company Ltd | 1.49 |
| Tata Communications Ltd | 1.31 |
| Divis Laboratories Limited | 1.19 |
| Sai Silks Kalamandir Ltd | 1.16 |
| Aadhar Housing Finance Ltd | 1.07 |
| Campus Activewear Ltd | 1.05 |
| Sequent Scientific Ltd | 0.90 |
| Solar Industries India Ltd | 0.86 |
| Bank Of Baroda | 0.83 |
| Hindustan Unilever Ltd. | 0.55 |
| Itc Hotels Ltd | 0.08 |
Sector Allocation
| Holding | % |
|---|---|
| Large Cap | 41.40 |
| Mid Cap | 18.10 |
| Small Cap | 30.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 45.20 |
| Mid Cap | 17.40 |
| Small Cap | 28.20 |
| Cash | 9.20 |
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 28 Feb 2025. 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 24.
