Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
3.00%
18.59%
1 Year
7.37%
13.77%
3 Years
7.34%
9.52%
5 Years
—
8.40%
Since Inception
8.94%
10.24%
Fund Age
3 yrs 9 mo
11 yrs
AUM
₹2.69 Cr
₹20.83 Cr
Alpha – 1 Year
2.65%
14.12%
Alpha – 3 Years
−4.75%
0.53%
Information Ratio – 3 Years
-0.75
0.07
Volatility – 1 Year
19.15%
22.14%
Volatility – 3 Years
17.20%
20.01%
Beta – 1 Year
1.07
1.14
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.19
0.45
Sharpe Ratio – 3 Years
0.19
0.29
Worst Rolling Year
6.80%
-15.27%
Value at Worst Rolling Year
₹1.07 Cr
₹0.85 Cr
Deepest Drawdown
−26.30%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
9.65%
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 9% · S 77%
Number of Stocks
—
25
Portfolio P/E
—
29.80
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 · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
—
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%