Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
3.00%
11.46%
1 Year
7.37%
8.21%
3 Years
7.34%
12.09%
5 Years
—
11.81%
Since Inception
8.94%
13.34%
Fund Age
3 yrs 9 mo
5 yrs 3 mo
AUM
₹2.69 Cr
₹34.29 Cr
Alpha – 1 Year
2.65%
5.23%
Alpha – 3 Years
−4.75%
0.21%
Information Ratio – 3 Years
-0.75
0.17
Volatility – 1 Year
19.15%
24.84%
Volatility – 3 Years
17.20%
21.42%
Beta – 1 Year
1.07
1.25
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.19
0.21
Sharpe Ratio – 3 Years
0.19
0.49
Worst Rolling Year
6.80%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−26.30%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%