Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
2.00%
6 Months
3.00%
4.51%
1 Year
7.37%
15.12%
3 Years
7.34%
22.90%
5 Years
—
—
Since Inception
8.94%
24.96%
Fund Age
3 yrs 9 mo
4 yrs 7 mo
AUM
₹2.69 Cr
₹136 Cr
Alpha – 1 Year
2.65%
10.40%
Alpha – 3 Years
−4.75%
10.82%
Information Ratio – 3 Years
-0.75
1.17
Volatility – 1 Year
19.15%
19.24%
Volatility – 3 Years
17.20%
20.81%
Beta – 1 Year
1.07
1.07
Beta – 3 Years
1.05
1.25
Sharpe Ratio – 1 Year
0.19
0.55
Sharpe Ratio – 3 Years
0.19
0.85
Worst Rolling Year
6.80%
21.90%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−26.30%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
31.91%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%