Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
3.00%
4.79%
1 Year
7.37%
−0.59%
3 Years
7.34%
11.57%
5 Years
—
13.86%
Since Inception
8.94%
15.96%
Fund Age
3 yrs 9 mo
5 yrs 5 mo
AUM
₹2.69 Cr
₹45.81 Cr
Alpha – 1 Year
2.65%
−5.31%
Alpha – 3 Years
−4.75%
−0.52%
Information Ratio – 3 Years
-0.75
-0.06
Volatility – 1 Year
19.15%
21.96%
Volatility – 3 Years
17.20%
17.35%
Beta – 1 Year
1.07
1.19
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.19
-0.16
Sharpe Ratio – 3 Years
0.19
0.42
Worst Rolling Year
6.80%
10.84%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−26.30%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%