| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.48% | 0.61 | 10.56% | 67.37% |
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 | 6.80% | 13.70% | 14.90% | 36.40% | 39.00% | 27.70% | 26.80% | - | 23.60% |
| BSE 500 TRI | 7.10% | 11.70% | 16.70% | 38.30% | 30.90% | 19.90% | 20.00% | - | 17.40% |
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 1M | 3531 | BSE 500 TRI | 23.60% | 32 | 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 | 15.04% | -1.04% | 67.37% | 14.00% | 0.51 | 10.56% | 3.68 | 8.47% | 0.53 | 58.95 % |
| Nifty 500 | 7.67% | -4.19% | 3.48% | 0.61 | 7.24% | 0.53 | 61.05 % | |||
| Nifty Midcap 100 | -9.30% | -8.15% | -17.45% | 0.53 | 4.35% | 0.41 | 58.95 % | |||
| Nifty Smallcap 100 | -15.20% | -11.96% | -27.16% | 0.50 | 7.49% | 0.74 | 60.00 % | |||
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 | 40.50 |
| Mid Cap | 16.50 |
| Small Cap | 35.40 |
| Cash | 7.60 |
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 30 June 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.
