Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
NJ - 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%
−1.21%
6 Months
3.00%
5.09%
1 Year
7.37%
0.26%
3 Years
7.34%
9.53%
5 Years
—
5.40%
Since Inception
8.94%
12.09%
Fund Age
3 yrs 9 mo
8 yrs 5 mo
AUM
₹2.69 Cr
₹1,644.09 Cr
Alpha – 1 Year
2.65%
0.61%
Alpha – 3 Years
−4.75%
0.54%
Information Ratio – 3 Years
-0.75
0.06
Volatility – 1 Year
19.15%
17.94%
Volatility – 3 Years
17.20%
17.25%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.19
-0.20
Sharpe Ratio – 3 Years
0.19
0.31
Worst Rolling Year
6.80%
2.29%
Value at Worst Rolling Year
₹1.07 Cr
₹1.02 Cr
Deepest Drawdown
−26.30%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%