Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
3.43%
6 Months
1.97%
12.26%
1 Year
4.21%
9.01%
3 Years
4.52%
15.14%
5 Years
4.00%
—
Since Inception
3.68%
25.86%
Fund Age
5 yrs 7 mo
4 yrs
AUM
₹36.08 Cr
₹78.11 Cr
Alpha – 1 Year
−1.09%
4.29%
Alpha – 3 Years
−2.40%
3.05%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
0.13%
23.53%
Volatility – 3 Years
0.18%
19.64%
Beta – 1 Year
0.00
1.22
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-8.15
0.25
Sharpe Ratio – 3 Years
-4.58
0.67
Worst Rolling Year
2.94%
15.15%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
—
−22.93%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 3% · S 85%
Number of Stocks
1
20
Portfolio P/E
—
18.26
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
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%