Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
3.43%
6 Months
7.57%
12.26%
1 Year
24.83%
9.01%
3 Years
11.31%
15.14%
5 Years
11.03%
—
Since Inception
14.72%
25.86%
Fund Age
7 yrs 4 mo
4 yrs
AUM
₹2.98 Cr
₹78.11 Cr
Alpha – 1 Year
20.11%
4.29%
Alpha – 3 Years
−0.77%
3.05%
Information Ratio – 3 Years
-0.21
0.50
Volatility – 1 Year
23.09%
23.53%
Volatility – 3 Years
22.29%
19.64%
Beta – 1 Year
1.17
1.22
Beta – 3 Years
1.15
1.04
Sharpe Ratio – 1 Year
0.85
0.25
Sharpe Ratio – 3 Years
0.40
0.67
Worst Rolling Year
5.08%
15.15%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−34.65%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
M 3% · S 85%
Number of Stocks
10
20
Portfolio P/E
24.78
18.26
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
0% / 0% / 0%