Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Citrus -Sector Leaders Fund
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%
2.91%
6 Months
3.00%
4.40%
1 Year
7.37%
7.01%
3 Years
7.34%
10.97%
5 Years
—
—
Since Inception
8.94%
10.85%
Fund Age
3 yrs 9 mo
3 yrs
AUM
₹2.69 Cr
₹47.29 Cr
Alpha – 1 Year
2.65%
7.36%
Alpha – 3 Years
−4.75%
1.97%
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
—
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
—
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 76% · M 4% · S 18%
Number of Stocks
—
—
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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—