Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Invesco - Challengers
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%
1.41%
6 Months
3.00%
13.18%
1 Year
7.37%
2.91%
3 Years
7.34%
14.27%
5 Years
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Since Inception
8.94%
11.83%
Fund Age
3 yrs 9 mo
4 yrs 11 mo
AUM
₹2.69 Cr
₹31.01 Cr
Alpha – 1 Year
2.65%
−1.81%
Alpha – 3 Years
−4.75%
2.18%
Information Ratio – 3 Years
-0.75
0.24
Volatility – 1 Year
19.15%
18.67%
Volatility – 3 Years
17.20%
17.11%
Beta – 1 Year
1.07
0.97
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.19
-0.04
Sharpe Ratio – 3 Years
0.19
0.56
Worst Rolling Year
6.80%
12.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−26.30%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 37% · M 30% · S 33%
Number of Stocks
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26
Portfolio P/E
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54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
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Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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