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).

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
24.59% | 1.02 | 16.04% | 67.61% |
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 *
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 and Jigar Mistry | 01 June 2016 | 6Y 0M | 376 | BSE 100 | 20.3% | 30 | 17 |
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 | 5.22% | 21.45% | 67.61% | 26.67% | 0.76 | 16.04% | 2.61 | 8.29% | 0.47 | 59.15 % |
Nifty 500 | 2.75% | 21.84% | 24.59% | 1.02 | 7.85% | 0.52 | 63.38 % | |||
Nifty Midcap 100 | -4.40% | 24.63% | 20.23% | 0.92 | 7.45% | 0.67 | 61.97 % | |||
Nifty Smallcap 100 | -8.59% | 25.51% | 16.92% | 0.69 | 9.60% | 0.94 | 60.56 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of Buoyant Capital PMS
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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.