Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs BugleRock -Special Situations Portfolio
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
3.43%
6 Months
3.13%
12.26%
1 Year
3.79%
9.01%
3 Years
10.28%
15.14%
5 Years
10.26%
—
Since Inception
14.16%
25.86%
Fund Age
8 yrs 2 mo
4 yrs
AUM
₹1,116.87 Cr
₹78.11 Cr
Alpha – 1 Year
−0.93%
4.29%
Alpha – 3 Years
−1.81%
3.05%
Information Ratio – 3 Years
-0.53
0.50
Volatility – 1 Year
16.47%
23.53%
Volatility – 3 Years
15.93%
19.64%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
-0.01
0.25
Sharpe Ratio – 3 Years
0.36
0.67
Worst Rolling Year
9.53%
15.15%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−22.48%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
M 3% · S 85%
Number of Stocks
40
20
Portfolio P/E
27.63
18.26
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%