Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Green Portfolio - Dividend Yield Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
4.23%
6 Months
3.00%
20.17%
1 Year
7.37%
23.99%
3 Years
7.34%
27.20%
5 Years
—
23.84%
Since Inception
8.94%
30.10%
Fund Age
3 yrs 9 mo
6 yrs 10 mo
AUM
₹2.69 Cr
₹35.35 Cr
Alpha – 1 Year
2.65%
21.01%
Alpha – 3 Years
−4.75%
15.30%
Information Ratio – 3 Years
-0.75
0.93
Volatility – 1 Year
19.15%
22.70%
Volatility – 3 Years
17.20%
22.95%
Beta – 1 Year
1.07
1.18
Beta – 3 Years
1.05
1.16
Sharpe Ratio – 1 Year
0.19
0.81
Sharpe Ratio – 3 Years
0.19
0.94
Worst Rolling Year
6.80%
23.60%
Value at Worst Rolling Year
₹1.07 Cr
₹1.24 Cr
Deepest Drawdown
−26.30%
−22.14%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
32.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 14% · S 63%
Number of Stocks
—
28
Portfolio P/E
—
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%