Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.07%
6.38%
6 Months
3.00%
30.29%
1 Year
7.37%
21.45%
3 Years
7.34%
18.94%
5 Years
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—
Since Inception
8.94%
23.25%
Fund Age
3 yrs 9 mo
3 yrs 1 mo
AUM
₹2.69 Cr
₹185.04 Cr
Alpha – 1 Year
2.65%
16.73%
Alpha – 3 Years
−4.75%
6.85%
Information Ratio – 3 Years
-0.75
0.59
Volatility – 1 Year
19.15%
29.11%
Volatility – 3 Years
17.20%
25.42%
Beta – 1 Year
1.07
1.26
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.19
0.62
Sharpe Ratio – 3 Years
0.19
0.60
Worst Rolling Year
6.80%
18.95%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−26.30%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%