Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Electrum - Laureate Portfolio
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%
2.93%
6 Months
3.00%
27.08%
1 Year
7.37%
22.70%
3 Years
7.34%
18.13%
5 Years
—
21.00%
Since Inception
8.94%
30.05%
Fund Age
3 yrs 9 mo
5 yrs 9 mo
AUM
₹2.69 Cr
₹670.5 Cr
Alpha – 1 Year
2.65%
17.98%
Alpha – 3 Years
−4.75%
6.04%
Information Ratio – 3 Years
-0.75
0.67
Volatility – 1 Year
19.15%
26.20%
Volatility – 3 Years
17.20%
22.70%
Beta – 1 Year
1.07
1.32
Beta – 3 Years
1.05
1.09
Sharpe Ratio – 1 Year
0.19
0.70
Sharpe Ratio – 3 Years
0.19
0.71
Worst Rolling Year
6.80%
15.94%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−26.30%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%