Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.07%
2.21%
6 Months
3.00%
21.04%
1 Year
7.37%
21.34%
3 Years
7.34%
19.08%
5 Years
—
23.67%
Since Inception
8.94%
—
Fund Age
3 yrs 9 mo
6 yrs 4 mo
AUM
₹2.69 Cr
₹364.08 Cr
Alpha – 1 Year
2.65%
21.69%
Alpha – 3 Years
−4.75%
10.08%
Information Ratio – 3 Years
-0.75
0.52
Volatility – 1 Year
19.15%
32.28%
Volatility – 3 Years
17.20%
28.08%
Beta – 1 Year
1.07
1.47
Beta – 3 Years
1.05
1.60
Sharpe Ratio – 1 Year
0.19
0.58
Sharpe Ratio – 3 Years
0.19
0.57
Worst Rolling Year
6.80%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−26.30%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%