Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.07%
2.75%
6 Months
3.00%
26.95%
1 Year
7.37%
13.12%
3 Years
7.34%
17.80%
5 Years
—
15.04%
Since Inception
8.94%
22.70%
Fund Age
3 yrs 9 mo
8 yrs
AUM
₹2.69 Cr
₹357.26 Cr
Alpha – 1 Year
2.65%
10.14%
Alpha – 3 Years
−4.75%
5.90%
Information Ratio – 3 Years
-0.75
0.31
Volatility – 1 Year
19.15%
32.38%
Volatility – 3 Years
17.20%
25.45%
Beta – 1 Year
1.07
1.68
Beta – 3 Years
1.05
1.37
Sharpe Ratio – 1 Year
0.19
0.36
Sharpe Ratio – 3 Years
0.19
0.56
Worst Rolling Year
6.80%
11.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−26.30%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%