Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Incred-Small & MidCap PMS
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%
4.27%
6 Months
3.00%
−8.15%
1 Year
7.37%
−5.39%
3 Years
7.34%
10.81%
5 Years
—
—
Since Inception
8.94%
11.07%
Fund Age
3 yrs 9 mo
5 yrs
AUM
₹2.69 Cr
₹121.08 Cr
Alpha – 1 Year
2.65%
−5.32%
Alpha – 3 Years
−4.75%
−2.65%
Information Ratio – 3 Years
-0.75
-0.15
Volatility – 1 Year
19.15%
24.51%
Volatility – 3 Years
17.20%
24.85%
Beta – 1 Year
1.07
1.17
Beta – 3 Years
1.05
1.18
Sharpe Ratio – 1 Year
0.19
-0.34
Sharpe Ratio – 3 Years
0.19
0.32
Worst Rolling Year
6.80%
9.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.10 Cr
Deepest Drawdown
−26.30%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%