Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
3.00%
2.04%
1 Year
7.37%
13.04%
3 Years
7.34%
15.74%
5 Years
—
14.15%
Since Inception
8.94%
15.13%
Fund Age
3 yrs 9 mo
14 yrs 1 mo
AUM
₹2.69 Cr
₹850.7 Cr
Alpha – 1 Year
2.65%
13.39%
Alpha – 3 Years
−4.75%
6.74%
Information Ratio – 3 Years
-0.75
1.02
Volatility – 1 Year
19.15%
18.01%
Volatility – 3 Years
17.20%
15.42%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.19
0.48
Sharpe Ratio – 3 Years
0.19
0.76
Worst Rolling Year
6.80%
-19.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.81 Cr
Deepest Drawdown
−26.30%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
9.65%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%