| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 20.35% | 0.91 | 11.84% | 67.42% |
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 | -1.11% | 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
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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.
