Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
3.00%
10.91%
1 Year
7.37%
10.45%
3 Years
7.34%
10.60%
5 Years
—
10.74%
Since Inception
8.94%
18.07%
Fund Age
3 yrs 9 mo
9 yrs 2 mo
AUM
₹2.69 Cr
₹11,464.61 Cr
Alpha – 1 Year
2.65%
5.73%
Alpha – 3 Years
−4.75%
−1.49%
Information Ratio – 3 Years
-0.75
-0.11
Volatility – 1 Year
19.15%
18.78%
Volatility – 3 Years
17.20%
16.83%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.19
0.34
Sharpe Ratio – 3 Years
0.19
0.37
Worst Rolling Year
6.80%
4.89%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−26.30%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%