Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
IFM Largecap 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%
−0.16%
6 Months
3.00%
−3.46%
1 Year
7.37%
−0.34%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
−3.49%
Fund Age
3 yrs 9 mo
14 mo
AUM
₹2.69 Cr
₹116.7 Cr
Alpha – 1 Year
2.65%
0.01%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
17.33%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.08
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
-0.24
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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