Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Buglerock - Growth Opportunities Portfolio
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Maxiom PMS - SPARK Small Cap Quality 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%
3.70%
6 Months
3.00%
20.34%
1 Year
7.37%
6.50%
3 Years
7.34%
12.52%
5 Years
—
—
Since Inception
8.94%
14.18%
Fund Age
3 yrs 9 mo
3 yrs 2 mo
AUM
₹2.69 Cr
₹20.56 Cr
Alpha – 1 Year
2.65%
6.85%
Alpha – 3 Years
−4.75%
3.53%
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
26.04%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.05
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 100%
Number of Stocks
—
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%