Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
3.43%
6 Months
−2.30%
12.26%
1 Year
1.68%
9.01%
3 Years
13.91%
15.14%
5 Years
—
—
Since Inception
14.05%
25.86%
Fund Age
3 yrs 10 mo
4 yrs
AUM
₹53.78 Cr
₹78.11 Cr
Alpha – 1 Year
−3.04%
4.29%
Alpha – 3 Years
1.82%
3.05%
Information Ratio – 3 Years
0.34
0.50
Volatility – 1 Year
15.80%
23.53%
Volatility – 3 Years
15.64%
19.64%
Beta – 1 Year
0.86
1.22
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.15
0.25
Sharpe Ratio – 3 Years
0.71
0.67
Worst Rolling Year
15.78%
15.15%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−18.40%
−22.93%
Recovery Period
275 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
23.14%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
M 3% · S 85%
Number of Stocks
—
20
Portfolio P/E
—
18.26
Top 5 Holdings
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%