Buoyant Capital Opportunities Multi-Cap Fund

Buoyant Capital Opportunities Multi-Cap Fund


Year of Inception 2016-06-01
Number of Stocks 25
Alpha (1Y) 20.35%
Beta (1Y) 0.91


At Buoyant, their aim is to generate superior cross cycle equity returns on a long term basis by optimizing portfolio based on market conditions.

Investment Objective

The objective of Buoyant Capital Opportunities Multi-Cap PMS 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

The team at Buoyant Capital Opportunities believes that one cannot know the ‘macro future’ (economies, markets or geopolitics) with any reasonable certainty.

Hence Buoyant PMS follows the following investment philosophies:

• 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 for Buoyant PMS
• 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, and that is why Buoyant PMS limits itself with respect to risks

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 *


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


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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.


#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.

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Do Not Simply Invest, Make Informed Decisions

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