Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Valtrust equity funds
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
2.45%
6 Months
3.00%
9.02%
1 Year
7.37%
18.15%
3 Years
7.34%
18.72%
5 Years
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Since Inception
8.94%
22.94%
Fund Age
3 yrs 9 mo
3 yrs 5 mo
AUM
₹2.69 Cr
₹3.73 Cr
Alpha – 1 Year
2.65%
13.43%
Alpha – 3 Years
−4.75%
6.63%
Information Ratio – 3 Years
-0.75
1.00
Volatility – 1 Year
19.15%
14.44%
Volatility – 3 Years
17.20%
12.28%
Beta – 1 Year
1.07
0.74
Beta – 3 Years
1.05
0.73
Sharpe Ratio – 1 Year
0.19
0.86
Sharpe Ratio – 3 Years
0.19
1.04
Worst Rolling Year
6.80%
18.23%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−26.30%
−12.58%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
20.00%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%