Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.07%
9.87%
6 Months
3.00%
46.37%
1 Year
7.37%
29.61%
3 Years
7.34%
24.62%
5 Years
—
—
Since Inception
8.94%
39.89%
Fund Age
3 yrs 9 mo
20 mo
AUM
₹2.69 Cr
₹147.17 Cr
Alpha – 1 Year
2.65%
24.89%
Alpha – 3 Years
−4.75%
12.53%
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
25.97%
Volatility – 3 Years
17.20%
29.84%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.92
Sharpe Ratio – 3 Years
0.19
1.29
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%