Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
−0.07%
6 Months
2.30%
3.00%
1 Year
14.70%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
11.00%
8.94%
Fund Age
16 mo
3 yrs 9 mo
AUM
₹82.94 Cr
₹2.69 Cr
Alpha – 1 Year
7.80%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
17.53%
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
1.69
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.57
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.55%
−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
15
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%