Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
3.00%
2.80%
1 Year
7.37%
4.89%
3 Years
7.34%
12.23%
5 Years
—
10.64%
Since Inception
8.94%
8.93%
Fund Age
3 yrs 9 mo
12 yrs
AUM
₹2.69 Cr
₹134.76 Cr
Alpha – 1 Year
2.65%
−1.08%
Alpha – 3 Years
−4.75%
1.34%
Information Ratio – 3 Years
-0.75
0.07
Volatility – 1 Year
19.15%
10.79%
Volatility – 3 Years
17.20%
9.62%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
1.05
1.10
Sharpe Ratio – 1 Year
0.19
-0.01
Sharpe Ratio – 3 Years
0.19
0.69
Worst Rolling Year
6.80%
0.05%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−26.30%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
9.65%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –