Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
3.00%
9.42%
1 Year
7.37%
28.25%
3 Years
7.34%
18.47%
5 Years
—
21.31%
Since Inception
8.94%
21.69%
Fund Age
3 yrs 9 mo
5 yrs
AUM
₹2.69 Cr
₹79.02 Cr
Alpha – 1 Year
2.65%
23.53%
Alpha – 3 Years
−4.75%
6.38%
Information Ratio – 3 Years
-0.75
0.27
Volatility – 1 Year
19.15%
18.12%
Volatility – 3 Years
17.20%
27.25%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.19
1.18
Sharpe Ratio – 3 Years
0.19
0.56
Worst Rolling Year
6.80%
15.67%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−26.30%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%