Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
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%
−1.73%
6 Months
3.00%
6.62%
1 Year
7.37%
3.66%
3 Years
7.34%
7.96%
5 Years
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Since Inception
8.94%
12.37%
Fund Age
3 yrs 9 mo
4 yrs 2 mo
AUM
₹2.69 Cr
₹134.62 Cr
Alpha – 1 Year
2.65%
0.68%
Alpha – 3 Years
−4.75%
−3.93%
Information Ratio – 3 Years
-0.75
-0.10
Volatility – 1 Year
19.15%
21.69%
Volatility – 3 Years
17.20%
21.88%
Beta – 1 Year
1.07
1.14
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.19
0.02
Sharpe Ratio – 3 Years
0.19
0.21
Worst Rolling Year
6.80%
7.96%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−26.30%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%