Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Marcellus - Consistent Compounders
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%
4.02%
6 Months
3.00%
10.61%
1 Year
7.37%
3.27%
3 Years
7.34%
5.81%
5 Years
—
4.77%
Since Inception
8.94%
12.23%
Fund Age
3 yrs 9 mo
7 yrs 7 mo
AUM
₹2.69 Cr
₹1,666.24 Cr
Alpha – 1 Year
2.65%
3.70%
Alpha – 3 Years
−4.75%
−2.76%
Information Ratio – 3 Years
-0.75
-0.29
Volatility – 1 Year
19.15%
19.50%
Volatility – 3 Years
17.20%
16.37%
Beta – 1 Year
1.07
1.09
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.19
-0.02
Sharpe Ratio – 3 Years
0.19
0.10
Worst Rolling Year
6.80%
0.36%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−26.30%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
9.65%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%