Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
NAFA - Emerging Bluechip
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%
0.39%
6 Months
3.00%
5.71%
1 Year
7.37%
−0.97%
3 Years
7.34%
8.86%
5 Years
—
14.20%
Since Inception
8.94%
14.76%
Fund Age
3 yrs 9 mo
10 yrs 5 mo
AUM
₹2.69 Cr
₹447.76 Cr
Alpha – 1 Year
2.65%
−2.83%
Alpha – 3 Years
−4.75%
−3.22%
Information Ratio – 3 Years
-0.75
0.04
Volatility – 1 Year
19.15%
24.79%
Volatility – 3 Years
17.20%
21.25%
Beta – 1 Year
1.07
1.35
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
0.19
-0.14
Sharpe Ratio – 3 Years
0.19
0.31
Worst Rolling Year
6.80%
-13.00%
Value at Worst Rolling Year
₹1.07 Cr
₹0.87 Cr
Deepest Drawdown
−26.30%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
9.65%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%