Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
3.43%
6 Months
27.61%
12.26%
1 Year
16.90%
9.01%
3 Years
25.00%
15.14%
5 Years
21.60%
—
Since Inception
24.00%
25.86%
Fund Age
9 yrs 8 mo
4 yrs
AUM
₹20.03 Cr
₹78.11 Cr
Alpha – 1 Year
12.18%
4.29%
Alpha – 3 Years
12.90%
3.05%
Information Ratio – 3 Years
0.89
0.50
Volatility – 1 Year
24.67%
23.53%
Volatility – 3 Years
25.07%
19.64%
Beta – 1 Year
1.19
1.22
Beta – 3 Years
1.24
1.04
Sharpe Ratio – 1 Year
0.53
0.25
Sharpe Ratio – 3 Years
0.81
0.67
Worst Rolling Year
-7.27%
15.15%
Value at Worst Rolling Year
₹0.93 Cr
₹1.15 Cr
Deepest Drawdown
−21.64%
−22.93%
Recovery Period
153 days
476 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
M 3% · S 85%
Number of Stocks
118
20
Portfolio P/E
—
18.26
Top 5 Holdings
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
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
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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%