Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
3.00%
12.07%
1 Year
7.37%
11.66%
3 Years
7.34%
13.52%
5 Years
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—
Since Inception
8.94%
14.98%
Fund Age
3 yrs 9 mo
3 yrs 6 mo
AUM
₹2.69 Cr
₹447.27 Cr
Alpha – 1 Year
2.65%
6.94%
Alpha – 3 Years
−4.75%
1.43%
Information Ratio – 3 Years
-0.75
0.13
Volatility – 1 Year
19.15%
21.15%
Volatility – 3 Years
17.20%
18.85%
Beta – 1 Year
1.07
1.14
Beta – 3 Years
1.05
1.10
Sharpe Ratio – 1 Year
0.19
0.37
Sharpe Ratio – 3 Years
0.19
0.48
Worst Rolling Year
6.80%
10.55%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−26.30%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%