Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Equirus Securities - Long Horizon 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%
5.54%
6 Months
3.00%
29.52%
1 Year
7.37%
27.35%
3 Years
7.34%
14.30%
5 Years
—
12.28%
Since Inception
8.94%
21.22%
Fund Age
3 yrs 9 mo
9 yrs 10 mo
AUM
₹2.69 Cr
₹374.43 Cr
Alpha – 1 Year
2.65%
22.63%
Alpha – 3 Years
−4.75%
2.21%
Information Ratio – 3 Years
-0.75
0.15
Volatility – 1 Year
19.15%
28.49%
Volatility – 3 Years
17.20%
24.50%
Beta – 1 Year
1.07
1.39
Beta – 3 Years
1.05
1.24
Sharpe Ratio – 1 Year
0.19
0.80
Sharpe Ratio – 3 Years
0.19
0.46
Worst Rolling Year
6.80%
-3.89%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−26.30%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
9.65%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%