Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
3.43%
6 Months
5.61%
12.26%
1 Year
10.19%
9.01%
3 Years
9.70%
15.14%
5 Years
7.80%
—
Since Inception
13.10%
25.86%
Fund Age
14 yrs 11 mo
4 yrs
AUM
₹88.88 Cr
₹78.11 Cr
Alpha – 1 Year
10.54%
4.29%
Alpha – 3 Years
0.70%
3.05%
Information Ratio – 3 Years
0.00
0.50
Volatility – 1 Year
15.04%
23.53%
Volatility – 3 Years
14.30%
19.64%
Beta – 1 Year
0.87
1.22
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
0.37
0.25
Sharpe Ratio – 3 Years
0.35
0.67
Worst Rolling Year
4.17%
15.15%
Value at Worst Rolling Year
₹1.04 Cr
₹1.15 Cr
Deepest Drawdown
−20.16%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
M 3% · S 85%
Number of Stocks
37
20
Portfolio P/E
—
18.26
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%