Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs GSC Smart Treasury Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
GSC Smart Treasury Strategy
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%
3.06%
6 Months
3.00%
—
1 Year
7.37%
—
3 Years
7.34%
—
5 Years
—
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Since Inception
8.94%
10.84%
Fund Age
3 yrs 9 mo
5 mo
AUM
₹2.69 Cr
₹2.89 Cr
Alpha – 1 Year
2.65%
—
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
—
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
—
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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