Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
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
1.17%
3.43%
6 Months
3.92%
12.26%
1 Year
9.29%
9.01%
3 Years
14.80%
15.14%
5 Years
9.78%
—
Since Inception
14.35%
25.86%
Fund Age
5 yrs 5 mo
4 yrs
AUM
₹95.56 Cr
₹78.11 Cr
Alpha – 1 Year
9.72%
4.29%
Alpha – 3 Years
6.23%
3.05%
Information Ratio – 3 Years
0.76
0.50
Volatility – 1 Year
16.82%
23.53%
Volatility – 3 Years
15.81%
19.64%
Beta – 1 Year
1.02
1.22
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.29
0.25
Sharpe Ratio – 3 Years
0.61
0.67
Worst Rolling Year
5.26%
15.15%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
M 3% · S 85%
Number of Stocks
59
20
Portfolio P/E
34.30
18.26
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
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%