Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
3.00%
18.40%
1 Year
7.37%
9.21%
3 Years
7.34%
13.13%
5 Years
—
13.39%
Since Inception
8.94%
14.83%
Fund Age
3 yrs 9 mo
10 yrs
AUM
₹2.69 Cr
₹666.2 Cr
Alpha – 1 Year
2.65%
9.64%
Alpha – 3 Years
−4.75%
4.56%
Information Ratio – 3 Years
-0.75
0.38
Volatility – 1 Year
19.15%
18.95%
Volatility – 3 Years
17.20%
16.01%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
0.19
0.27
Sharpe Ratio – 3 Years
0.19
0.52
Worst Rolling Year
6.80%
-3.31%
Value at Worst Rolling Year
₹1.07 Cr
₹0.97 Cr
Deepest Drawdown
−26.30%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
9.65%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%