Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.43%
6 Months
12.88%
12.26%
1 Year
−0.84%
9.01%
3 Years
15.76%
15.14%
5 Years
16.23%
—
Since Inception
21.25%
25.86%
Fund Age
5 yrs 6 mo
4 yrs
AUM
₹529.7 Cr
₹78.11 Cr
Alpha – 1 Year
−0.41%
4.29%
Alpha – 3 Years
7.19%
3.05%
Information Ratio – 3 Years
0.42
0.50
Volatility – 1 Year
20.62%
23.53%
Volatility – 3 Years
22.08%
19.64%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
-0.21
0.25
Sharpe Ratio – 3 Years
0.56
0.67
Worst Rolling Year
15.76%
15.15%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−33.96%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
M 3% · S 85%
Number of Stocks
91
20
Portfolio P/E
30.00
18.26
Top 5 Holdings
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
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 · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%