Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
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
4.23%
3.43%
6 Months
0.96%
12.26%
1 Year
14.90%
9.01%
3 Years
14.68%
15.14%
5 Years
10.31%
—
Since Inception
19.96%
25.86%
Fund Age
24 yrs 3 mo
4 yrs
AUM
₹757.54 Cr
₹78.11 Cr
Alpha – 1 Year
10.18%
4.29%
Alpha – 3 Years
2.59%
3.05%
Information Ratio – 3 Years
0.54
0.50
Volatility – 1 Year
22.77%
23.53%
Volatility – 3 Years
22.88%
19.64%
Beta – 1 Year
1.00
1.22
Beta – 3 Years
1.22
1.04
Sharpe Ratio – 1 Year
0.49
0.25
Sharpe Ratio – 3 Years
0.49
0.67
Worst Rolling Year
-9.25%
15.15%
Value at Worst Rolling Year
₹0.91 Cr
₹1.15 Cr
Deepest Drawdown
−36.23%
−22.93%
Recovery Period
395 days
476 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
23.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
M 3% · S 85%
Number of Stocks
62
20
Portfolio P/E
36.83
18.26
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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
—
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% / 0% / 0%
0% / 0% / 0%