Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Fort Capital -Dynamic
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Fort Capital -Dynamic
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%
1.01%
6 Months
3.00%
9.13%
1 Year
7.37%
14.46%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
18.87%
Fund Age
3 yrs 9 mo
2 yrs 7 mo
AUM
₹2.69 Cr
₹204.29 Cr
Alpha – 1 Year
2.65%
14.81%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
18.18%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.10
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.54
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−16.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 66% · M 1% · S 30%
Number of Stocks
—
68
Portfolio P/E
—
33.26
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%
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
Top Sectors
—
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%