Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Maximal Pathfinder Value Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Maximal Pathfinder Value Fund
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%
1.05%
6 Months
3.00%
10.77%
1 Year
7.37%
14.08%
3 Years
7.34%
15.75%
5 Years
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Since Inception
8.94%
25.14%
Fund Age
3 yrs 9 mo
4 yrs 3 mo
AUM
₹2.69 Cr
₹198.82 Cr
Alpha – 1 Year
2.65%
9.36%
Alpha – 3 Years
−4.75%
3.66%
Information Ratio – 3 Years
-0.75
0.34
Volatility – 1 Year
19.15%
22.89%
Volatility – 3 Years
17.20%
20.12%
Beta – 1 Year
1.07
1.24
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.19
0.45
Sharpe Ratio – 3 Years
0.19
0.57
Worst Rolling Year
6.80%
15.75%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−26.30%
−20.35%
Recovery Period
Not yet recovered
240 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
26.48%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%