Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
6.28%
6 Months
3.00%
16.32%
1 Year
7.37%
11.67%
3 Years
7.34%
19.26%
5 Years
—
13.96%
Since Inception
8.94%
16.00%
Fund Age
3 yrs 9 mo
12 yrs
AUM
₹2.69 Cr
₹725.3 Cr
Alpha – 1 Year
2.65%
6.95%
Alpha – 3 Years
−4.75%
7.18%
Information Ratio – 3 Years
-0.75
0.87
Volatility – 1 Year
19.15%
21.97%
Volatility – 3 Years
17.20%
19.77%
Beta – 1 Year
1.07
1.15
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.19
0.37
Sharpe Ratio – 3 Years
0.19
0.73
Worst Rolling Year
6.80%
-10.23%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−26.30%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
9.65%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%