Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs ICICI Prudential PMS SMART Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
ICICI Prudential PMS SMART Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
1.01%
6 Months
3.00%
−0.43%
1 Year
7.37%
9.23%
3 Years
7.34%
18.28%
5 Years
—
19.35%
Since Inception
8.94%
14.50%
Fund Age
3 yrs 9 mo
11 yrs 10 mo
AUM
₹2.69 Cr
₹142.38 Cr
Alpha – 1 Year
2.65%
4.51%
Alpha – 3 Years
−4.75%
6.19%
Information Ratio – 3 Years
-0.75
1.27
Volatility – 1 Year
19.15%
17.36%
Volatility – 3 Years
17.20%
16.03%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.19
0.29
Sharpe Ratio – 3 Years
0.19
0.81
Worst Rolling Year
6.80%
-11.56%
Value at Worst Rolling Year
₹1.07 Cr
₹0.88 Cr
Deepest Drawdown
−26.30%
−20.38%
Recovery Period
Not yet recovered
271 days
1-Year Rolling Windows Positive
100.00%
93.11%
Median Rolling Year
9.65%
18.84%
5-Year Rolling Windows Positive
—
96.39%
Market-Cap Mix
—
L 61% · M 15% · S 20%
Number of Stocks
—
35
Portfolio P/E
—
26.08
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%
ICICI Bank Ltd · 6.79%
Larsen & Toubro Ltd · 5.85%
State Bank of India · 5.57%
Bharti Airtel Ltd · 4.92%
Trent Ltd · 3.92%
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%
1% / 0% / 0%