Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Vallum India Discovery
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%
8.27%
6 Months
3.00%
25.28%
1 Year
7.37%
14.17%
3 Years
7.34%
11.84%
5 Years
—
13.19%
Since Inception
8.94%
20.72%
Fund Age
3 yrs 9 mo
5 yrs 11 mo
AUM
₹2.69 Cr
₹1,246.45 Cr
Alpha – 1 Year
2.65%
9.45%
Alpha – 3 Years
−4.75%
−0.25%
Information Ratio – 3 Years
-0.75
0.04
Volatility – 1 Year
19.15%
23.38%
Volatility – 3 Years
17.20%
20.74%
Beta – 1 Year
1.07
1.12
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.19
0.45
Sharpe Ratio – 3 Years
0.19
0.42
Worst Rolling Year
6.80%
8.63%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−26.30%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
19.18%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%