PMS · Equity · Thematic
Buglerock - Growth Opportunities Portfolio
Fund size₹3 Cr
Alpha (3Y)−4.44%
3Y return7.34%
Fund age3 yrs 9 mo
Fund Manager
Growth of₹Cr
Buglerock Growth Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Buglerock Growth Opportunities | 4.58% | 7.37% | −2.00% | 7.34% | — | 8.94% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 11.84% |
| Excess over benchmark | 5.60% | 2.65% | −1.89% | −4.75% | — | −2.90% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.20%
Benchmark approx 14.83%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.19
Sharpe
Excess return gained per unit of volatility.
Capture ratio
94 / 118
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.30% from its 23 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−26.30%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 23 Sep 2024 | 28 Feb 2025 | −26.30% | 158 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak23 Sep 2024
Trough28 Feb 2025
Depth−26.30%
Fell over158 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹1.77 L Cr
Asset class
Equity
Top 5 holdings
Cash & Cash Equivalent8.00%
TVS Motor Company Ltd5.50%
Mahindra Holidays & Resorts India Ltd5.50%
Astral Ltd5.50%
Titan Company Ltd5.50%
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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