Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
−0.07%
6 Months
5.44%
3.00%
1 Year
8.55%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
13.60%
8.94%
Fund Age
2 yrs 9 mo
3 yrs 9 mo
AUM
₹1.41 Cr
₹2.69 Cr
Alpha – 1 Year
3.83%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
17.87%
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
1.03
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−13.69%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
14
—
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
—
—
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%