Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
3.00%
24.60%
1 Year
7.37%
7.56%
3 Years
7.34%
20.98%
5 Years
—
—
Since Inception
8.94%
24.10%
Fund Age
3 yrs 9 mo
4 yrs 4 mo
AUM
₹2.69 Cr
₹3.89 Cr
Alpha – 1 Year
2.65%
4.58%
Alpha – 3 Years
−4.75%
9.08%
Information Ratio – 3 Years
-0.75
0.07
Volatility – 1 Year
19.15%
32.74%
Volatility – 3 Years
17.20%
27.24%
Beta – 1 Year
1.07
1.49
Beta – 3 Years
1.05
1.30
Sharpe Ratio – 1 Year
0.19
0.20
Sharpe Ratio – 3 Years
0.19
0.49
Worst Rolling Year
6.80%
17.91%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−26.30%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
25.17%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%