Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Master Trust India Growth Strategy
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%
5.45%
6 Months
3.00%
16.85%
1 Year
7.37%
9.30%
3 Years
7.34%
14.05%
5 Years
—
14.30%
Since Inception
8.94%
24.29%
Fund Age
3 yrs 9 mo
14 yrs 10 mo
AUM
₹2.69 Cr
₹372.24 Cr
Alpha – 1 Year
2.65%
4.58%
Alpha – 3 Years
−4.75%
1.97%
Information Ratio – 3 Years
-0.75
0.33
Volatility – 1 Year
19.15%
21.18%
Volatility – 3 Years
17.20%
20.18%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.19
0.27
Sharpe Ratio – 3 Years
0.19
0.49
Worst Rolling Year
6.80%
-10.46%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−26.30%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
9.65%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%