
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
20.35% | 0.91 | 11.84% | 67.42% |
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 | -1.11% | 2.25% | 20.68% | 30.54% | 16.39% | 40.97% | 22.38% | - | 22.13% |
BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.01% | 15.35% | - | 14.43% |
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 6M | 1551 | BSE 500 TRI | 22.13% | 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 | 5.86% | 16.22% | 67.42% | 22.08% | 0.79 | 11.84% | 2.81 | 9.88% | 0.61 | 59.55 % |
Nifty 500 | 4.08% | 16.27% | 20.35% | 0.91 | 9.04% | 0.65 | 62.92 % | |||
Nifty Midcap 100 | -8.70% | 13.48% | 4.78% | 0.89 | 6.18% | 0.60 | 60.67 % | |||
Nifty Smallcap 100 | -10.58% | 10.37% | -0.21% | 0.74 | 9.65% | 1.00 | 61.80 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Hdfc Bank Limited | 9.40 |
Icici Bank Limited | 5.40 |
State Bank Of India Limited | 4.40 |
Ramkrishna Forgings Limited | 3.40 |
Icici Lombard General Insurance Company Ltd | 3.30 |
Bajaj Finance Limited | 2.80 |
Max Financial Services Limited | 2.60 |
Orient Cement Ltd | 2.50 |
Bosch Ltd | 2.50 |
Aavas Financiers Ltd | 2.30 |
Archean Chemical Industries Ltd | 2.30 |
Divis Laboratories Limited | 2.30 |
Hindustan Unilever Ltd. | 2.30 |
R R Kabel Ltd | 2.20 |
Religare Enterprises Ltd | 2.20 |
Hcl Technologies Limited | 2.20 |
Idfc Limited | 1.90 |
Syrma Sgs Technology Ltd | 1.80 |
Sudarshan Chemical Industries Limited | 1.80 |
Welspun India Limited | 1.70 |
Sterlite Technologies Limited | 1.60 |
Pidilite Industries Ltd | 1.60 |
Eclerx Services Limited | 1.40 |
Allsec Technologies Ltd | 1.40 |
Satin Creditcare Network Ltd. | 1.20 |
Cash And Cash Equivalents | 22.90 |
Others | 11.10 |
Top 25 Equity Holdings | 100.00 |
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 | 38.30 |
Mid Cap | 3.80 |
Small Cap | 35.10 |
Cash | 22.90 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of Buoyant Capital PMS
Which is the best company through which an investor can invest in Buoyant Capital Opportunities Multi-Cap Fund?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.