Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Unifi BCAD
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%
2.20%
6 Months
3.00%
6.88%
1 Year
7.37%
5.29%
3 Years
7.34%
8.34%
5 Years
—
9.52%
Since Inception
8.94%
13.35%
Fund Age
3 yrs 9 mo
8 yrs 3 mo
AUM
₹2.69 Cr
₹237.35 Cr
Alpha – 1 Year
2.65%
0.57%
Alpha – 3 Years
−4.75%
−3.75%
Information Ratio – 3 Years
-0.75
-0.44
Volatility – 1 Year
19.15%
19.09%
Volatility – 3 Years
17.20%
16.74%
Beta – 1 Year
1.07
1.07
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.19
0.09
Sharpe Ratio – 3 Years
0.19
0.25
Worst Rolling Year
6.80%
7.37%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−26.30%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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%
0% / 0% / 0%