Buoyant Capital Opportunities Multi-Cap Fund

KEY PORTFOLIO ATTRIBUTES #

Year of Inception 2016-06-01
Number of Stocks 32
Alpha (1Y) 3.48%
Beta (1Y) 0.61

About BUOYANT CAPITAL

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-cap6.55%7.22%16.08%40.16%25.62%30.57%24.65%-22.90%
BSE 500 TRI3.44%6.05%25.01%38.63%20.20%20.46%18.22%-16.71%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Hdfc Bank Limited 7.80
Icici Bank Limited 6.90
State Bank Of India Limited 5.00
Axis Bank Limited 4.00
Ramkrishna Forgings Limited 3.80
Divis Laboratories Limited 3.80
Aavas Financiers Ltd 3.30
Indus Towers Ltd 3.10
Max Financial Services Limited 3.00
Itc Ltd 3.00
Kotak Mahindra Bank Limited 3.00
R R Kabel Ltd 3.00
Motherson Sumi Systems Limited 2.90
Escorts Kubota Ltd 2.90
Star Health And Allied Insurance Company Ltd 2.60
Moil Ltd 2.30
Glenmark Pharmaceuticals Ltd 2.20
Dalmia Bharat Limited 1.90
Bharti Airtel Limited 1.90
Pvr Inox Ltd 1.80
Religare Enterprises Ltd 1.80
Grasim Industries Ltd 1.70
Archean Chemical Industries Ltd 1.70
Sai Silks Kalamandir Ltd 1.60
Blue Jet Healthcare Ltd 1.50
INFOSYS LTD 1.30
Icici Lombard General Insurance Company Ltd 1.20
Indo Count Industries Ltd 1.20
Tata Consultancy Services Limited 1.10
Bank Of Baroda 1.10
Allsec Technologies Ltd 1.00
Bandhan Bank Limited 0.80
Cash And Cash Equivalents 13.20
Others 2.80

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 41.90
Mid Cap 20.30
Small Cap 24.60
Cash 13.20

Do Not Simply Invest, Make Informed Decisions

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 30 Apr 2024. 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 24.


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