Buoyant Capital Opportunities Multi-Cap Fund


Alpha (1Y) Beta (1Y) Standard Deviation (1Y) % of +ve Months (SI)
24.59% 1.02 16.04% 67.61%

Key Portfolio Attributes

Inception Date: 01-Jun-2016

Number of Stocks : 24

Fund Manager Name: Sachin Khivasara and Jigar Mistry

Fund Manager Experience: Sachin Khivasara : Total experience 20 years; Jigar Mistry: Total experience 19 years

Fund Manager Qualification: Sachin Khivasara : BCom, ACA, CWA; Jigar Mistry: BCom, ACA, CFA Charter holder (US) Investment Objective - Objective is to invest taking concentrated bets for the long term, following altering balance in the aggressiveness-to-defensiveness continuum, which is attained through diversification of cash flow streams, choice between predictable vs. growing cash flow streams and cash calls (pooled vs. model portfolio). Investment Strategy - Objective is to invest taking concentrated bets for the long term. Our investment framework follows altering balance in the aggressiveness-to-defensiveness continuum, which is attained through diversification of cash flow streams, choice between predictable vs. growing cash flow streams and cash calls (pooled vs. model portfolio).

Investment Objective

Objective is to invest taking concentrated bets for the long term, following altering balance in the aggressiveness-to-defensiveness continuum, which is attained through diversification of cash flow streams, choice between predictable vs. growing cash flow streams and cash calls (pooled vs. model portfolio).

Investment Approach

Cannot know the ‘macro future’ (economies, markets or geopolitics with any reasonable certainty
• Macros matter, but mining it as investment edge is nearly impossible
• Share price growth more a function of earnings growth

 

Portfolio optimization(balance of aggressiveness /defensiveness) is critical
• In long-term, trading is a zero sum game
• In the short-term however, things fluctuate between ‘flawless’ to ‘hopeless’
• Balance is adjusted based on earnings / credit / investors’ psychology cycles

 

Risk is not volatility of returns
• It is (a) likelihood of permanent loss of capital and (b) opportunity risk

 

Creating wealth should be a source of pleasure
• Taking too much risk interferes with that




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-6.3%-3.4%-4.2%20.4%63.0%20.3%17.5%-20.3%
BSE 100-3.9%-0.9%-2.5%6.7%32.0%11.9%11.2%-12.6%



QRC Report Card *




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Portfolio Holdings


Holding %
Icici Bank Limited 9.48
Hdfc Bank Limited 6.15
Max Financial Services Limited 4.52
State Bank Of India Limited 4.49
Idfc Limited 4.16
DIVIS LABORATORIES LIMITED 3.84
UPL Limited 3.78
Dalmia Bharat Limited 3.67
Ramkrishna Forgings Limited 3.58
Cyient Limited 3.45
HCL TECHNOLOGIES LIMITED 2.88
VEDANTA LTD - OLD SESA GOA LTD. 2.87
Axis Bank Limited 2.80
Ncc Limited 2.75
Alembic Pharmaceuticals Ltd. 2.71
Federal Bank Limited 2.68
Canara Bank 2.58
Sudarshan Chemical Industries Limited 2.48
Finolex Cables Ltd 2.24
Pokarna Limited 2.06
Antony Waste Handling Cell Limited 2.05
Others 2.00
Eclerx Services Limited 1.88
Security And Intelligence Services India Limited 1.76
Ruchi Soya Industries Ltd. 1.73
JSW Steel Ltd. 1.58
Bharat Forge Ltd 1.53
Welspun India Limited 1.43
Others 1.30
Satin Creditcare Network Ltd. 1.14
Amara Raja Batteries Ltd 0.94
Cash And Cash Equivalents 9.48
Top 31 Equity Holdings 100.00

Sector Allocation


Holding %
Oil & Gas 0.05
Retail 0.58
NBFC 1.15
Misc 1.30
Textiles 1.43
Staffing 1.76
FMCG 1.76
Building Materials 3.68
Insurance 4.52
Automobile 6.06
Chemicals 6.41
Materials 6.51
HealthCare 6.55
Industrials 7.19
Info Tech 9.24
Cash 9.48
Banking 32.36

Market Cap Allocation


Allocations %
Large Cap 33.2
Mid Cap 19.9
Small Cap 37.0
Cash 9.8


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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Buoyant Capital PMS

What to expect from Buoyant Capital - Opportunities Fund PMS?

  • Buoyant’s strategy is to generate “Superior Cross Cycle Returns”; & to achieve that, we follow ‘Aggressive’ & ‘Defensive’ cycle stances. Once the Cycle stance is identified; the team takes investment decision to invest in selected 18-25 Stocks for Medium to Long Term Period (i.e.3 years+ period) with perspective to achieve 15% CAGR (+/- 200 bps) consistently.

Who should invest in Buoyant Capital - Opportunities Fund PMS?

Investors keen to invest in Diversified Multi-Cap Equity Scheme for more than 3 years investment horizon can consider investing in our scheme.

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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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