Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Mansi share-seven islands PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.07%
2.10%
6 Months
3.00%
29.13%
1 Year
7.37%
20.96%
3 Years
7.34%
17.22%
5 Years
—
—
Since Inception
8.94%
23.59%
Fund Age
3 yrs 9 mo
3 yrs 7 mo
AUM
₹2.69 Cr
₹147.56 Cr
Alpha – 1 Year
2.65%
16.24%
Alpha – 3 Years
−4.75%
5.13%
Information Ratio – 3 Years
-0.75
0.33
Volatility – 1 Year
19.15%
30.80%
Volatility – 3 Years
17.20%
25.65%
Beta – 1 Year
1.07
1.54
Beta – 3 Years
1.05
1.41
Sharpe Ratio – 1 Year
0.19
0.58
Sharpe Ratio – 3 Years
0.19
0.54
Worst Rolling Year
6.80%
15.38%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−26.30%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
21.14%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 63% · M 11% · S 17%
Number of Stocks
—
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%