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Buoyant Opportunities PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Buoyant Opportunities PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.10812.77 Cr.

Over the last 1 year, it delivered a strong return of 8.11%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Buoyant Opportunities PMS Strategy or Investment Approach - PMS Details

Strategy Name

Opportunities

Start Date

01 June 2016

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.10812.77 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sachin Khivasara

1 Yr. Return

8.11%

3 Yr. Return

18.92%

5 Yr. Return

20.92%

Buoyant Opportunities Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

42

Top 5 Stocks%

28.08%

Top 5 Sectors%

65.14%

Portfolio Age

10 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

367012.9

Buoyant Opportunities PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 12% profit), 20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Buoyant Opportunities PMS Investment Approach - Portfolio Composition

Large Cap

59.01%

Mid Cap

21.62%

Small Cap

11.51%

Cash & Equivalent

7.86%

Check out Business Opportunities with Similar Brands

Buoyant Opportunities Portfolio Strategy - Top 5 Sectors

Financial Services

39.31%

Healthcare

8.16%

Consumer Services

5.64%

Construction Materials

4.90%

Fast Moving Consumer Goods

7.13%

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