Buoyant Capital

Opportunities PMS

Category: Flexicap · Dominant allocation: Large Cap

Buoyant Capital's Opportunities PMS is a Flexicap Portfolio Management Services (PMS) strategy managed by SACHIN KHIVASARA, operational since May 2016. Benchmark: BSE 500 TRI.

AUM

₹11,548 Cr

Min investment

₹50 L

Inception

May 2016

Fund manager

SACHIN KHIVASARA

About this strategy

The fund aims to generate sustainable returns over medium to long term by making investments primarily in equity shares. The fund mangement believes, a simple ‘Buy and Hold’ framework misses out on the inevitability of cycles. hence they deploy Core & Satellite framework allowing to adopt as “Aggressive stance” when the endeavor is to generate higher returns, and adopt a“Defensive stance” when it is required to reduce risk. Overall, it has resulted in endeavouring risk-adjusted returns beyond the benchmark, consistently over the long term

Performance

Returns (TWRR)

6M

-0.1%

1Y

+5.1%

5Y

+20.2%

Since inception

+20.8%

Alpha

6M

+3.4%

1Y

+7.0%

5Y

+8.0%

Since inception

BSE 500 TRI

6M

-3.5%

1Y

-2.0%

5Y

+12.2%

Since inception

+14.1%

Positive alpha across both 1Y and 5Y — classified as Consistent Performer

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (May 2016)

₹7 Cr ₹1 Cr
₹6.9 Cr Strategy
₹3.8 Cr BSE 500 TRI
2016 2021 2025 Today

Hypothetical illustration based on published TWRR over 10.2 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.

Strategy characteristics

Portfolio concentration

33 stocks

How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.

1 Yr Turnover Ratio

140%

Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.

Market cap allocation
Large Cap 59% Mid Cap 21.1% Small Cap 11%

Fee structure

Fixed fee2% p.a.
Performance feeprofit-sharing - 20% option on returns exceeding a set hurdle rate of 8%
High watermark
Exit loadNil

Risk metrics — coming soon

Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.

What is Buoyant Capital Opportunities PMS PMS?
Buoyant Capital Opportunities PMS is a Flexicap Portfolio Management Services (PMS) strategy managed by SACHIN KHIVASARA, operational since May 2016. The fund aims to generate sustainable returns over medium to long term by making investments primarily in equity shares. The fund mangement believes, a simple ‘Buy and Hold’ framework misses out o...
What are the returns of Buoyant Capital Opportunities PMS?
As of the latest monthly update, Buoyant Capital Opportunities PMS has delivered 5.1% over 1 year and 20.2% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +7%.
What is the minimum investment for Buoyant Capital Opportunities PMS?
The minimum investment for Buoyant Capital Opportunities PMS Portfolio Management Services is ₹50 L. The fixed fee is 2% p.a..

Other Flexicap Portfolio Management Services

Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.