Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
3.43%
6 Months
20.36%
12.26%
1 Year
18.14%
9.01%
3 Years
21.64%
15.14%
5 Years
16.27%
—
Since Inception
19.97%
25.86%
Fund Age
17 yrs 8 mo
4 yrs
AUM
₹5,014.26 Cr
₹78.11 Cr
Alpha – 1 Year
13.42%
4.29%
Alpha – 3 Years
9.55%
3.05%
Information Ratio – 3 Years
0.97
0.50
Volatility – 1 Year
21.97%
23.53%
Volatility – 3 Years
19.06%
19.64%
Beta – 1 Year
1.13
1.22
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
0.62
0.25
Sharpe Ratio – 3 Years
0.85
0.67
Worst Rolling Year
-6.02%
15.15%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−24.55%
−22.93%
Recovery Period
436 days
476 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
M 3% · S 85%
Number of Stocks
97
20
Portfolio P/E
63.07
18.26
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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 · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%