Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs ICICI Prudential - Value Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
ICICI Prudential - Value Portfolio
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%
−0.01%
6 Months
3.00%
−2.43%
1 Year
7.37%
10.43%
3 Years
7.34%
18.00%
5 Years
—
19.32%
Since Inception
8.94%
12.91%
Fund Age
3 yrs 9 mo
22 yrs 7 mo
AUM
₹2.69 Cr
₹1,179.7 Cr
Alpha – 1 Year
2.65%
5.71%
Alpha – 3 Years
−4.75%
5.91%
Information Ratio – 3 Years
-0.75
1.01
Volatility – 1 Year
19.15%
17.39%
Volatility – 3 Years
17.20%
16.05%
Beta – 1 Year
1.07
0.94
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.19
0.35
Sharpe Ratio – 3 Years
0.19
0.79
Worst Rolling Year
6.80%
-19.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.81 Cr
Deepest Drawdown
−26.30%
−20.08%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
76.96%
Median Rolling Year
9.65%
13.98%
5-Year Rolling Windows Positive
—
89.08%
Market-Cap Mix
—
L 51% · M 9% · S 39%
Number of Stocks
—
36
Portfolio P/E
—
22.41
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%
Bharti Airtel Ltd · 5.88%
ICICI Bank Ltd · 5.51%
Samvardhana Motherson International Ltd · 5.39%
Larsen & Toubro Ltd · 5.30%
State Bank of India · 4.67%
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%
1% / 0% / 0%