Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Marcellus - Kings of Capital
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
0.50%
6 Months
3.00%
2.02%
1 Year
7.37%
0.60%
3 Years
7.34%
8.21%
5 Years
—
5.75%
Since Inception
8.94%
9.73%
Fund Age
3 yrs 9 mo
6 yrs
AUM
₹2.69 Cr
₹128.19 Cr
Alpha – 1 Year
2.65%
1.03%
Alpha – 3 Years
−4.75%
−0.36%
Information Ratio – 3 Years
-0.75
0.12
Volatility – 1 Year
19.15%
19.24%
Volatility – 3 Years
17.20%
14.76%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.19
-0.16
Sharpe Ratio – 3 Years
0.19
0.24
Worst Rolling Year
6.80%
0.20%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−26.30%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
9.65%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%