Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
White Whale - North Star Portfolio
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%
1.86%
6 Months
3.00%
12.33%
1 Year
7.37%
4.88%
3 Years
7.34%
11.50%
5 Years
—
8.05%
Since Inception
8.94%
12.28%
Fund Age
3 yrs 9 mo
5 yrs 9 mo
AUM
₹2.69 Cr
₹65.79 Cr
Alpha – 1 Year
2.65%
5.23%
Alpha – 3 Years
−4.75%
2.50%
Information Ratio – 3 Years
-0.75
0.20
Volatility – 1 Year
19.15%
22.05%
Volatility – 3 Years
17.20%
16.19%
Beta – 1 Year
1.07
1.25
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.19
0.08
Sharpe Ratio – 3 Years
0.19
0.38
Worst Rolling Year
6.80%
2.51%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−26.30%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 46% · M 9% · S 40%
Number of Stocks
—
16
Portfolio P/E
—
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
—
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%