Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Ionic Yield Enhancer Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Ionic Yield Enhancer Strategy
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%
0.87%
6 Months
3.00%
5.59%
1 Year
7.37%
10.75%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
11.81%
Fund Age
3 yrs 9 mo
17 mo
AUM
₹2.69 Cr
₹145.04 Cr
Alpha – 1 Year
2.65%
6.28%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
0.88%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
0.14
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
5.51
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
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
—
20
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%
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / – / –