Strategy composite for Opportunities PMS. Published figures are frozen from the August 2026 release; derived checks are recomputed deterministically and shown with their residuals.
| % | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | 7Y | 10Y | SI |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buoyant Opportunities — PMS (Discretionary) | +1.64% | +5.96% | +2.01% | +11.38% | +8.92% | +15.42% | +20.04% | +18.07% | +24.35% | +20.31% | +20.77% |
| BSE 500 TRI | −0.09% | +3.86% | +1.43% | +4.72% | −0.11% | +12.09% | +11.90% | +10.91% | +15.82% | +13.32% | +14.09% |
| Excess return (pp) | +1.73 pp | +2.10 pp | +0.58 pp | +6.66 pp | +9.03 pp | +3.33 pp | +8.14 pp | +7.16 pp | +8.53 pp | +6.99 pp | +6.68 pp |
| Relative wealth return | +1.73% | +2.02% | +0.57% | +6.36% | +9.04% | +2.97% | +7.27% | +6.46% | +7.36% | +6.17% | +5.86% |
| Basis | absolute | absolute | absolute | absolute | annualised | annualised | annualised | annualised | annualised | annualised | annualised |
Aggregate TWRR of all client portfolios under the Investment Approach, net of all fees and expenses incl. indirect taxes; before income tax on capital gains and dividends. Returns up to 12 months absolute; beyond 12 months annualised. Audited annually; current-FY figures subject to audit. Relative wealth return = (1+p)/(1+b)−1, a different measure from the pp excess return.
| % | PMS | BSE 500 TRI |
|---|---|---|
| 2Y | +19% | +0% |
| 3Y | +54% | +41% |
| 4Y | +108% | +57% |
| 5Y | +129% | +68% |
| 7Y | +360% | +180% |
| 10Y | +535% | +249% |
| SI | +592% | +286% |
| Window | Obs. | Avg PMS | Avg bench | Median | Highest | Lowest | Ahead |
|---|---|---|---|---|---|---|---|
| 1-yr | 3,380 | 25.4% | 15.8% | 16.3% | 133.4% | −43.0% | 65% |
| 3-yr | 2,650 | 21.1% | 15.3% | 22.7% | 52.7% | −7.8% | 82% |
| 5-yr | 1,919 | 23.4% | 16.5% | 23.4% | 42.6% | +10.1% | 97% |
| 7-yr | 1,189 | 20.7% | 15.2% | 21.3% | 25.6% | +14.4% | 100% |
Rolling windows overlap and are not independent observations; figures are derived from the audited aggregate return series and are not separately audited.
Daily returns of the aggregate of all client portfolios vs BSE 500 TRI, annualised; risk-free = average 10-yr G-Sec. Published statistics, not recomputed here because the daily series is not supplied.
Click a sector to see the names in it.
Denominator: total net portfolio value. Benchmark active weights need licensed BSE 500 constituents — not configured.
| Portfolio | BSE 500 | |
|---|---|---|
| FY27E | 20.9x | 17.8x |
| FY28E | 17.6x | 17x |
Portfolio P/E is the weighted harmonic mean of holdings' forward P/E based on Buoyant Capital's internal earnings estimates, supplemented by Bloomberg consensus at company level; BSE-500 P/E is based on Bloomberg consensus. Earnings estimates are forward-looking and are not a forecast of portfolio returns.
Cross-check: harmonic P/E of the 31 Jul 2026 sheet's positive-earnings names = 30.4x on 83% weight coverage (sheet states 21.3x for July).
| Rank | Company | Sector | Construct | Prev rank | Weight (31 Jul 2026) | 1M price | Since 31 Aug 2026 | Weight history |
|---|---|---|---|---|---|---|---|---|
| 01 | ICICI Bank | Banking | Core | 1 | 7.0% | −9.2% | −11.1% | 7% (31 Jul 2026) → rank 1 (weight n/d) |
| 02 | Axis Bank | Banking | Core | 2 | 6.0% | −4.2% | −6.8% | 6% (31 Jul 2026) → rank 2 (weight n/d) |
| 03 | State Bank of India | Banking | Core | 3 | 4.0% | −7.9% | −9.0% | 4% (31 Jul 2026) → rank 3 (weight n/d) |
| 04 | Bharti Airtel | Telecom | Core | 4 | 4.0% | −5.9% | −2.2% | 4% (31 Jul 2026) → rank 4 (weight n/d) |
| 05 | Bajaj Finance | NBFC | Core | 5 | 3.5% | −9.8% | −7.9% | 3.5% (31 Jul 2026) → rank 5 (weight n/d) |
| 06 | Shriram Finance | NBFC | Core | 6 | 3.5% | −10.6% | −12.5% | 3.5% (31 Jul 2026) → rank 6 (weight n/d) |
| 07 | Trent | FMCG | Core | 8 | 3.1% | −9.1% | −8.5% | 3.1% (31 Jul 2026) → rank 7 (weight n/d) |
| 08 | ICICI Lombard General Insurance | Insurance | Cyclical | 9 | 3.1% | −3.0% | −3.3% | 3.1% (31 Jul 2026) → rank 8 (weight n/d) |
| 09 | Hindustan Unilever | FMCG | Core | 7 | 3.3% | −7.3% | −5.3% | 3.3% (31 Jul 2026) → rank 9 (weight n/d) |
| 10 | Max Financial Services | Insurance | Core | 10 | 2.9% | −11.0% | −11.5% | 2.9% (31 Jul 2026) → rank 10 (weight n/d) |
| 11 | Glenmark Pharmaceuticals | HealthCare | Value | 13 | 2.4% | −2.9% | −1.6% | 2.4% (31 Jul 2026) → rank 11 (weight n/d) |
| 12 | Kaynes Technology India | Info Tech | Turnaround | 14 | 2.4% | −10.9% | −4.7% | 2.4% (31 Jul 2026) → rank 12 (weight n/d) |
| 13 | UltraTech Cement | Building Materials | Core | 11 | 2.8% | −6.6% | −5.4% | 2.8% (31 Jul 2026) → rank 13 (weight n/d) |
| 14 | InterGlobe Aviation | Misc | Cyclical | 12 | 2.7% | −5.7% | −6.9% | 2.7% (31 Jul 2026) → rank 14 (weight n/d) |
| 15 | One 97 Communications | Info Tech | Turnaround | 18 | 2.2% | +1.9% | −2.0% | 2.2% (31 Jul 2026) → rank 15 (weight n/d) |
| 16 | Larsen & Toubro | Industrials | Core | 15 | 2.4% | −7.3% | −7.3% | 2.4% (31 Jul 2026) → rank 16 (weight n/d) |
| 17 | Vedanta Aluminium Metal | Materials | Core | 19 | 2.2% | −4.8% | −0.2% | 2.2% (31 Jul 2026) → rank 17 (weight n/d) |
| 18 | Dalmia Bharat | Building Materials | Value | 16 | 2.4% | −11.3% | −11.8% | 2.4% (31 Jul 2026) → rank 18 (weight n/d) |
| 19 | Ramkrishna Forgings | Automobile | Cyclical | 20 | 2.1% | −4.9% | −3.9% | 2.1% (31 Jul 2026) → rank 19 (weight n/d) |
| 20 | IDFC First Bank | Banking | Turnaround | 17 | 2.3% | −4.4% | −7.6% | 2.3% (31 Jul 2026) → rank 20 (weight n/d) |
| 21 | Britannia Industries | FMCG | Cyclical | 21 | 2.0% | −8.9% | −7.9% | 2% (31 Jul 2026) → rank 21 (weight n/d) |
| 22 | HDFC Bank | Banking | Turnaround | 22 | 1.8% | +0.3% | +1.9% | 1.8% (31 Jul 2026) → rank 22 (weight n/d) |
| 23 | Avenue Supermarts | Retail | Core | 26 | 1.3% | −2.1% | −3.8% | 1.3% (31 Jul 2026) → rank 23 (weight n/d) |
| 24 | PVR Inox | Media | Turnaround | 25 | 1.5% | −2.5% | −1.5% | 1.5% (31 Jul 2026) → rank 24 (weight n/d) |
| 25 | Indegene | Info Tech | Value | 27 | 1.2% | +4.5% | −1.1% | 1.2% (31 Jul 2026) → rank 25 (weight n/d) |
| 26 | SBI Life Insurance Company | Insurance | Core | 29 | 1.1% | −1.5% | −0.3% | 1.1% (31 Jul 2026) → rank 26 (weight n/d) |
| 27 | Medplus Health Services | HealthCare | Core | 33 | 0.8% | −3.3% | −2.7% | 0.8% (31 Jul 2026) → rank 27 (weight n/d) |
| 28 | Campus Activewear | Retail | Core | 28 | 1.2% | −7.2% | −7.3% | 1.2% (31 Jul 2026) → rank 28 (weight n/d) |
| 29 | Aurobindo Pharma | HealthCare | Value | 23 | 1.6% | +3.2% | −1.1% | 1.6% (31 Jul 2026) → rank 29 (weight n/d) |
| 30 | Indo-MIM | Industrials | Core | 34 | 0.8% | +43.8% | +42.6% | 0.8% (31 Jul 2026) → rank 30 (weight n/d) |
Stock classification and internal sector reflect Buoyant Capital's proprietary research framework and may differ from standard industry classifications. Portfolio composition is subject to change without notice. "Weight n/d": the August package does not disclose per-name weights; changes are labelled weight change, not buy/sell. Cash 8.4%.
| Rank group | August weight (published) | Sum of 31 Jul 2026 weights, August names | Gap |
|---|---|---|---|
| Rank 1 | 7.0% | 7.0% | +0.0 pp |
| Ranks 2–5 | 17.7% | 17.5% | −0.2 pp |
| Ranks 6–10 | 14.8% | 15.9% | +1.1 pp |
| Ranks 11–20 | 25.1% | 23.9% | −1.2 pp |
| Ranks 21–30 + undisclosed | 27.0% | 13.3% named only | −13.7 pp |
The top-30 file publishes the order by weight and the cumulative weight of the top 1, 5, 10 and 20 names, not a weight per name. These groups are exact for August; within a group the per-name split is the 31 Jul 2026 sheet and is labelled as such everywhere.
The official series is the audited aggregate NAV against BSE 500 TRI, which is not in the package; this indicative index is price-only, ex-fees and ex-trades, so it drifts from the published returns. Published period returns are on the Portfolio page.