Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
Xylem Maverick Strategy
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%
9.42%
6 Months
3.00%
52.78%
1 Year
7.37%
27.27%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
23.72%
Fund Age
3 yrs 9 mo
19 mo
AUM
₹2.69 Cr
₹71.55 Cr
Alpha – 1 Year
2.65%
22.55%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
31.93%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.74
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%