Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Valentis Advisors - Rising Star
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%
1.72%
6 Months
3.00%
21.92%
1 Year
7.37%
13.71%
3 Years
7.34%
12.32%
5 Years
—
14.28%
Since Inception
8.94%
17.32%
Fund Age
3 yrs 9 mo
10 yrs
AUM
₹2.69 Cr
₹1,140.87 Cr
Alpha – 1 Year
2.65%
10.73%
Alpha – 3 Years
−4.75%
0.43%
Information Ratio – 3 Years
-0.75
0.05
Volatility – 1 Year
19.15%
27.06%
Volatility – 3 Years
17.20%
23.47%
Beta – 1 Year
1.07
1.37
Beta – 3 Years
1.05
1.21
Sharpe Ratio – 1 Year
0.19
0.39
Sharpe Ratio – 3 Years
0.19
0.38
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%