Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Centrum PMS - Good to Great
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
−0.07%
1.70%
6 Months
3.00%
9.08%
1 Year
7.37%
−2.99%
3 Years
7.34%
5.96%
5 Years
—
8.08%
Since Inception
8.94%
15.75%
Fund Age
3 yrs 9 mo
7 yrs 2 mo
AUM
₹2.69 Cr
₹61.93 Cr
Alpha – 1 Year
2.65%
−7.71%
Alpha – 3 Years
−4.75%
−6.13%
Information Ratio – 3 Years
-0.75
-0.39
Volatility – 1 Year
19.15%
26.39%
Volatility – 3 Years
17.20%
21.38%
Beta – 1 Year
1.07
1.37
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.19
-0.20
Sharpe Ratio – 3 Years
0.19
0.18
Worst Rolling Year
6.80%
5.04%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−26.30%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 82%
Number of Stocks
—
24
Portfolio P/E
—
41.54
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%
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%