Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
3.00%
9.19%
1 Year
7.37%
9.02%
3 Years
7.34%
14.71%
5 Years
—
10.31%
Since Inception
8.94%
14.95%
Fund Age
3 yrs 9 mo
7 yrs 10 mo
AUM
₹2.69 Cr
₹42.73 Cr
Alpha – 1 Year
2.65%
4.30%
Alpha – 3 Years
−4.75%
2.62%
Information Ratio – 3 Years
-0.75
0.63
Volatility – 1 Year
19.15%
17.52%
Volatility – 3 Years
17.20%
14.89%
Beta – 1 Year
1.07
0.97
Beta – 3 Years
1.05
0.92
Sharpe Ratio – 1 Year
0.19
0.26
Sharpe Ratio – 3 Years
0.19
0.66
Worst Rolling Year
6.80%
8.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−26.30%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%