Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Estee-I-Alpha
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
−0.25%
6 Months
3.00%
3.36%
1 Year
7.37%
7.71%
3 Years
7.34%
10.42%
5 Years
—
9.09%
Since Inception
8.94%
10.42%
Fund Age
3 yrs 9 mo
16 yrs 11 mo
AUM
₹2.69 Cr
₹257.93 Cr
Alpha – 1 Year
2.65%
0.40%
Alpha – 3 Years
−4.75%
2.97%
Information Ratio – 3 Years
-0.75
2.62
Volatility – 1 Year
19.15%
1.99%
Volatility – 3 Years
17.20%
1.94%
Beta – 1 Year
1.07
0.35
Beta – 3 Years
1.05
0.35
Sharpe Ratio – 1 Year
0.19
1.45
Sharpe Ratio – 3 Years
0.19
3.79
Worst Rolling Year
6.80%
7.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%
0% / 0% / 0%