Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Tcg India Investment Opportunities 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%
4.64%
6 Months
3.00%
20.32%
1 Year
7.37%
29.93%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
15.24%
Fund Age
3 yrs 9 mo
1 yr 9 mo
AUM
₹2.69 Cr
₹3.17 Cr
Alpha – 1 Year
2.65%
25.21%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
24.54%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.19
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.97
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –