Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
3.00%
18.51%
1 Year
7.37%
2.32%
3 Years
7.34%
8.56%
5 Years
—
13.23%
Since Inception
8.94%
12.52%
Fund Age
3 yrs 9 mo
10 yrs
AUM
₹2.69 Cr
₹60.22 Cr
Alpha – 1 Year
2.65%
2.67%
Alpha – 3 Years
−4.75%
−0.44%
Information Ratio – 3 Years
-0.75
-0.03
Volatility – 1 Year
19.15%
27.56%
Volatility – 3 Years
17.20%
21.93%
Beta – 1 Year
1.07
1.33
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.19
0.01
Sharpe Ratio – 3 Years
0.19
0.24
Worst Rolling Year
6.80%
-13.90%
Value at Worst Rolling Year
₹1.07 Cr
₹0.86 Cr
Deepest Drawdown
−26.30%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
9.65%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%