Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Sowilo Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
3.12%
6 Months
3.00%
20.18%
1 Year
7.37%
17.30%
3 Years
7.34%
18.32%
5 Years
—
—
Since Inception
8.94%
21.17%
Fund Age
3 yrs 9 mo
3 yrs 2 mo
AUM
₹2.69 Cr
₹171.55 Cr
Alpha – 1 Year
2.65%
12.58%
Alpha – 3 Years
−4.75%
6.23%
Information Ratio – 3 Years
-0.75
0.82
Volatility – 1 Year
19.15%
24.39%
Volatility – 3 Years
17.20%
21.61%
Beta – 1 Year
1.07
1.30
Beta – 3 Years
1.05
1.25
Sharpe Ratio – 1 Year
0.19
0.55
Sharpe Ratio – 3 Years
0.19
0.70
Worst Rolling Year
6.80%
18.30%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−26.30%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%