Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
3.74%
6 Months
3.00%
1.17%
1 Year
7.37%
15.87%
3 Years
7.34%
19.02%
5 Years
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Since Inception
8.94%
16.58%
Fund Age
3 yrs 9 mo
4 yrs 5 mo
AUM
₹2.69 Cr
₹72.15 Cr
Alpha – 1 Year
2.65%
8.33%
Alpha – 3 Years
−4.75%
7.76%
Information Ratio – 3 Years
-0.75
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Volatility – 1 Year
19.15%
18.13%
Volatility – 3 Years
17.20%
18.07%
Beta – 1 Year
1.07
1.41
Beta – 3 Years
1.05
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Sharpe Ratio – 1 Year
0.19
0.61
Sharpe Ratio – 3 Years
0.19
0.77
Worst Rolling Year
6.80%
15.14%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−26.30%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
21.99%
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%