Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
GREEN PORTFOLIO - The Green Ethical Fund
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%
3.65%
6 Months
3.00%
36.06%
1 Year
7.37%
18.40%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
10.79%
Fund Age
3 yrs 9 mo
2 yrs 1 mo
AUM
₹2.69 Cr
₹36.18 Cr
Alpha – 1 Year
2.65%
15.42%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
30.13%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.44
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.51
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−21.62%
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 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
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%
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%