Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
−0.07%
6 Months
−7.08%
3.00%
1 Year
−4.02%
7.37%
3 Years
1.10%
7.34%
5 Years
2.02%
—
Since Inception
13.04%
8.94%
Fund Age
17 yrs 10 mo
3 yrs 9 mo
AUM
₹50.53 Cr
₹2.69 Cr
Alpha – 1 Year
−3.59%
2.65%
Alpha – 3 Years
−7.46%
−4.75%
Information Ratio – 3 Years
-1.28
-0.75
Volatility – 1 Year
16.65%
19.15%
Volatility – 3 Years
15.47%
17.20%
Beta – 1 Year
1.04
1.07
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.49
0.19
Sharpe Ratio – 3 Years
-0.20
0.19
Worst Rolling Year
-4.00%
6.80%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−23.28%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
9.65%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
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
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%