Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
3.43%
6 Months
10.18%
12.26%
1 Year
20.91%
9.01%
3 Years
—
15.14%
5 Years
—
—
Since Inception
11.43%
25.86%
Fund Age
2 yrs 7 mo
4 yrs
AUM
₹1,327.89 Cr
₹78.11 Cr
Alpha – 1 Year
16.19%
4.29%
Alpha – 3 Years
—
3.05%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
20.66%
23.53%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.16
1.22
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.77
0.25
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
15.15%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.88%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
M 3% · S 85%
Number of Stocks
34
20
Portfolio P/E
25.26
18.26
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%