Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Omni Amrit Kaal
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Omni Amrit Kaal
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%
−3.46%
6 Months
3.00%
−0.33%
1 Year
7.37%
—
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
−6.79%
Fund Age
3 yrs 9 mo
8 mo
AUM
₹2.69 Cr
₹0.99 Cr
Alpha – 1 Year
2.65%
—
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
—
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
—
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 20% · M 15% · S 65%
Number of Stocks
—
40
Portfolio P/E
—
11.24
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%
H.G. Infra Engineering Ltd · 2.35%
Mastek Ltd · 2.17%
Power Mech Projects Ltd · 2.17%
Central Bank of India · 2.17%
NLC India Ltd · 2.17%
Top Sectors
—
Financial Services · 39.06%
Construction · 24.05%
Services · 13.02%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%