Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Ckredence-Diversified Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
5.36%
6 Months
3.00%
17.83%
1 Year
7.37%
22.60%
3 Years
7.34%
18.89%
5 Years
—
16.73%
Since Inception
8.94%
18.63%
Fund Age
3 yrs 9 mo
5 yrs 2 mo
AUM
₹2.69 Cr
₹146.97 Cr
Alpha – 1 Year
2.65%
17.88%
Alpha – 3 Years
−4.75%
6.80%
Information Ratio – 3 Years
-0.75
0.75
Volatility – 1 Year
19.15%
20.18%
Volatility – 3 Years
17.20%
16.94%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.05
0.94
Sharpe Ratio – 1 Year
0.19
0.85
Sharpe Ratio – 3 Years
0.19
0.80
Worst Rolling Year
6.80%
15.50%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−26.30%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 19% · S 58%
Number of Stocks
—
32
Portfolio P/E
—
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
—
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%