Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−0.07%
6 Months
−2.30%
3.00%
1 Year
1.68%
7.37%
3 Years
13.91%
7.34%
5 Years
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Since Inception
14.05%
8.94%
Fund Age
3 yrs 10 mo
3 yrs 9 mo
AUM
₹53.78 Cr
₹2.69 Cr
Alpha – 1 Year
−3.04%
2.65%
Alpha – 3 Years
1.82%
−4.75%
Information Ratio – 3 Years
0.34
-0.75
Volatility – 1 Year
15.80%
19.15%
Volatility – 3 Years
15.64%
17.20%
Beta – 1 Year
0.86
1.07
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.15
0.19
Sharpe Ratio – 3 Years
0.71
0.19
Worst Rolling Year
15.78%
6.80%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.40%
−26.30%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
9.65%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
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Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%