Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
3.43%
6 Months
5.44%
12.26%
1 Year
8.55%
9.01%
3 Years
—
15.14%
5 Years
—
—
Since Inception
13.60%
25.86%
Fund Age
2 yrs 9 mo
4 yrs
AUM
₹1.41 Cr
₹78.11 Cr
Alpha – 1 Year
3.83%
4.29%
Alpha – 3 Years
—
3.05%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
17.87%
23.53%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.03
1.22
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.27
0.25
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
15.15%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.69%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 3% · S 85%
Number of Stocks
14
20
Portfolio P/E
—
18.26
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%