Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-0.18% | 0.62 | 10.83% | 68.37% |
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 | 0.80% | 12.10% | 17.30% | 29.70% | 32.30% | 24.60% | 31.10% | 23.80% | |
BSE 500 TRI | 0.96% | 12.88% | 18.75% | 41.14% | 25.34% | 18.91% | 22.88% | 17.80% |
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 | 8Y 3M | 3887 | BSE 500 TRI | 23.80% | 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 | 15.62% | -3.61% | 68.37% | 12.01% | 0.45 | 10.83% | 3.08 | 9.35% | 0.59 | 60.20 % |
Nifty 500 | 7.48% | -7.66% | -0.18% | 0.62 | 7.65% | 0.56 | 60.20 % | |||
Nifty Midcap 100 | -8.46% | -10.3% | -18.76% | 0.56 | 4.23% | 0.40 | 58.16 % | |||
Nifty Smallcap 100 | -15.98% | -15.91% | -31.89% | 0.52 | 6.83% | 0.67 | 59.18 % |
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 | 37.00 |
Mid Cap | 19.60 |
Small Cap | 31.70 |
Cash | 11.70 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 31 Aug 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 Jun 24.