Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Emkay Investments - ENVI
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%
5.18%
6 Months
3.00%
19.69%
1 Year
7.37%
25.97%
3 Years
7.34%
17.02%
5 Years
—
—
Since Inception
8.94%
24.02%
Fund Age
3 yrs 9 mo
4 yrs 2 mo
AUM
₹2.69 Cr
₹101.01 Cr
Alpha – 1 Year
2.65%
21.25%
Alpha – 3 Years
−4.75%
4.93%
Information Ratio – 3 Years
-0.75
0.46
Volatility – 1 Year
19.15%
21.63%
Volatility – 3 Years
17.20%
19.42%
Beta – 1 Year
1.07
1.10
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
0.19
0.93
Sharpe Ratio – 3 Years
0.19
0.65
Worst Rolling Year
6.80%
16.82%
Value at Worst Rolling Year
₹1.07 Cr
₹1.17 Cr
Deepest Drawdown
−26.30%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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%
—