Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Right Horizons - All Seasons
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%
1.32%
6 Months
3.00%
3.83%
1 Year
7.37%
9.77%
3 Years
7.34%
13.19%
5 Years
—
12.01%
Since Inception
8.94%
14.38%
Fund Age
3 yrs 9 mo
6 yrs 8 mo
AUM
₹2.69 Cr
₹42.66 Cr
Alpha – 1 Year
2.65%
3.80%
Alpha – 3 Years
−4.75%
2.30%
Information Ratio – 3 Years
-0.75
0.23
Volatility – 1 Year
19.15%
15.84%
Volatility – 3 Years
17.20%
12.64%
Beta – 1 Year
1.07
1.56
Beta – 3 Years
1.05
1.48
Sharpe Ratio – 1 Year
0.19
0.32
Sharpe Ratio – 3 Years
0.19
0.70
Worst Rolling Year
6.80%
9.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−26.30%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%