Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
5.68%
6 Months
3.00%
10.98%
1 Year
7.37%
10.72%
3 Years
7.34%
15.83%
5 Years
—
13.58%
Since Inception
8.94%
14.48%
Fund Age
3 yrs 9 mo
21 yrs 11 mo
AUM
₹2.69 Cr
₹8.51 Cr
Alpha – 1 Year
2.65%
6.00%
Alpha – 3 Years
−4.75%
3.74%
Information Ratio – 3 Years
-0.75
0.71
Volatility – 1 Year
19.15%
16.38%
Volatility – 3 Years
17.20%
14.45%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.19
0.33
Sharpe Ratio – 3 Years
0.19
0.72
Worst Rolling Year
6.80%
-12.28%
Value at Worst Rolling Year
₹1.07 Cr
₹0.88 Cr
Deepest Drawdown
−26.30%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
9.65%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%