Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Ksema - Alpha
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%
1.08%
6 Months
3.00%
1.74%
1 Year
7.37%
10.49%
3 Years
7.34%
12.80%
5 Years
—
12.91%
Since Inception
8.94%
15.37%
Fund Age
3 yrs 9 mo
7 yrs 7 mo
AUM
₹2.69 Cr
₹15.96 Cr
Alpha – 1 Year
2.65%
10.84%
Alpha – 3 Years
−4.75%
3.80%
Information Ratio – 3 Years
-0.75
0.47
Volatility – 1 Year
19.15%
19.22%
Volatility – 3 Years
17.20%
17.53%
Beta – 1 Year
1.07
1.18
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
0.19
0.34
Sharpe Ratio – 3 Years
0.19
0.48
Worst Rolling Year
6.80%
12.46%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−26.30%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%