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).
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 18.32% | 0.74 | 15.09% | 66.27% |
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 | 8.4% | 5.2% | 8.1% | 12.5% | 26.0% | 45.1% | 12.7% | - | 20.6% |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.4% | 11.4% | - | 13.9% |
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 | 6Y 11M | 753 | BSE 500 TRI | 20.6% | 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 | -1.12% | 6.23% | 66.27% | 5.11% | 0.92 | 15.09% | 0.06 | 7.77% | 0.47 | 57.83 % |
| Nifty 500 | -1.11% | 7.88% | 6.77% | 0.92 | 7.68% | 0.54 | 61.45 % | |||
| Nifty Midcap 100 | -7.24% | 10.59% | 3.35% | 0.83 | 6.79% | 0.65 | 61.45 % | |||
| Nifty Smallcap 100 | 1.56% | 16.76% | 18.32% | 0.74 | 11.16% | 1.16 | 63.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Hdfc Bank Limited | 7.80 |
| Icici Bank Limited | 6.50 |
| State Bank Of India Limited | 5.20 |
| Idfc Limited | 4.40 |
| Max Financial Services Limited | 4.00 |
| Divis Laboratories Limited | 3.80 |
| Ncc Limited | 3.50 |
| Ramkrishna Forgings Limited | 3.40 |
| Hcl Technologies Limited | 3.10 |
| Bandhan Bank Limited | 3.10 |
| Cyient Limited | 3.00 |
| Alembic Pharmaceuticals Ltd. | 2.90 |
| RBL Bank Ltd. | 2.80 |
| Sudarshan Chemical Industries Limited | 2.70 |
| Archean Chemical Industries Ltd | 2.60 |
| Sterlite Technologies Limited | 2.40 |
| Zee Entertainment Enterprises Ltd | 2.30 |
| Eclerx Services Limited | 2.20 |
| Security And Intelligence Services India Limited | 2.20 |
| Kotak Mahindra Bank Limited | 2.10 |
| Wipro Ltd | 2.10 |
| Dcx Systems Ltd | 2.10 |
| Satin Creditcare Network Ltd. | 2.00 |
| Pokarna Limited | 1.80 |
| Welspun India Limited | 1.60 |
| Allsec Technologies Ltd | 1.30 |
| Finolex Cables Ltd | 1.30 |
| Firstsource Solutions Ltd | 1.20 |
| Antony Waste Handling Cell Limited | 1.10 |
| CEAT LTD | 1.00 |
| Others | 4.30 |
| Top 30 Equity Holdings | 89.70 |
Sector Allocation
| Holding | % |
|---|---|
| Banking | 27.80 |
| Info Tech | 12.50 |
| Automobile | 4.10 |
| Chemicals | 5.60 |
| Healthcare | 6.50 |
| Industrials | 8.60 |
| Insurance | 4.80 |
| Miscellaneous | 3.50 |
| Staffing | 2.00 |
| NBFC | 2.00 |
| Textiles | 1.90 |
| Materials | 1.80 |
| Building Materials | 1.70 |
| FMCG | 1.60 |
| Media | 1.60 |
| Retail | 0.50 |
| Cash | 13.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 30.6 |
| Mid Cap | 9.4 |
| Small Cap | 49.7 |
| Cash | 10.3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Buoyant Capital PMS
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Disclaimer
#Returns as of 30 Apr 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 Mar 23.
