Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Ionic Allocate Portfolio - Equity
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%
0.81%
6 Months
3.00%
3.41%
1 Year
7.37%
8.90%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
10.39%
Fund Age
3 yrs 9 mo
16 mo
AUM
₹2.69 Cr
₹54.76 Cr
Alpha – 1 Year
2.65%
9.33%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
14.74%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
0.82
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.28
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−10.47%
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
—
—
Number of Stocks
—
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –