Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
JM Financial - Growth and Value
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%
2.34%
6 Months
3.00%
5.38%
1 Year
7.37%
1.65%
3 Years
7.34%
13.13%
5 Years
—
8.52%
Since Inception
8.94%
13.45%
Fund Age
3 yrs 9 mo
21 yrs 4 mo
AUM
₹2.69 Cr
₹79.74 Cr
Alpha – 1 Year
2.65%
2.08%
Alpha – 3 Years
−4.75%
4.56%
Information Ratio – 3 Years
-0.75
0.46
Volatility – 1 Year
19.15%
14.11%
Volatility – 3 Years
17.20%
16.18%
Beta – 1 Year
1.07
0.81
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.19
-0.20
Sharpe Ratio – 3 Years
0.19
0.50
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−20.69%
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 70% · M 8% · S 16%
Number of Stocks
—
35
Portfolio P/E
—
35.19
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 · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
—
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%