Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
3.00%
0.32%
1 Year
7.37%
1.03%
3 Years
7.34%
14.82%
5 Years
—
11.82%
Since Inception
8.94%
13.07%
Fund Age
3 yrs 9 mo
5 yrs 2 mo
AUM
₹2.69 Cr
₹56.08 Cr
Alpha – 1 Year
2.65%
−1.95%
Alpha – 3 Years
−4.75%
2.94%
Information Ratio – 3 Years
-0.75
0.18
Volatility – 1 Year
19.15%
13.89%
Volatility – 3 Years
17.20%
18.35%
Beta – 1 Year
1.07
0.75
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.19
-0.25
Sharpe Ratio – 3 Years
0.19
0.55
Worst Rolling Year
6.80%
12.65%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−26.30%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%