Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
3.43%
6 Months
5.51%
12.26%
1 Year
6.39%
9.01%
3 Years
13.57%
15.14%
5 Years
12.29%
—
Since Inception
17.45%
25.86%
Fund Age
16 yrs 9 mo
4 yrs
AUM
₹2,223.2 Cr
₹78.11 Cr
Alpha – 1 Year
1.67%
4.29%
Alpha – 3 Years
1.48%
3.05%
Information Ratio – 3 Years
0.57
0.50
Volatility – 1 Year
18.05%
23.53%
Volatility – 3 Years
15.15%
19.64%
Beta – 1 Year
1.02
1.22
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
0.14
0.25
Sharpe Ratio – 3 Years
0.62
0.67
Worst Rolling Year
-5.62%
15.15%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−17.96%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
M 3% · S 85%
Number of Stocks
55
20
Portfolio P/E
35.38
18.26
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
0% / 0% / 0%