Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Pelican PE fund
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%
−1.39%
6 Months
3.00%
−2.47%
1 Year
7.37%
1.15%
3 Years
7.34%
8.53%
5 Years
—
8.38%
Since Inception
8.94%
10.13%
Fund Age
3 yrs 9 mo
8 yrs 2 mo
AUM
₹2.69 Cr
₹52.94 Cr
Alpha – 1 Year
2.65%
1.50%
Alpha – 3 Years
−4.75%
−0.47%
Information Ratio – 3 Years
-0.75
-0.50
Volatility – 1 Year
19.15%
18.43%
Volatility – 3 Years
17.20%
14.27%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.19
-0.13
Sharpe Ratio – 3 Years
0.19
0.15
Worst Rolling Year
6.80%
7.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−26.30%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 27% · S 1%
Number of Stocks
—
10
Portfolio P/E
—
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
—
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%