Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
3.43%
6 Months
10.71%
12.26%
1 Year
14.18%
9.01%
3 Years
22.17%
15.14%
5 Years
23.46%
—
Since Inception
19.11%
25.86%
Fund Age
8 yrs
4 yrs
AUM
₹120.99 Cr
₹78.11 Cr
Alpha – 1 Year
9.46%
4.29%
Alpha – 3 Years
10.08%
3.05%
Information Ratio – 3 Years
0.87
0.50
Volatility – 1 Year
18.02%
23.53%
Volatility – 3 Years
20.69%
19.64%
Beta – 1 Year
1.00
1.22
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.53
0.25
Sharpe Ratio – 3 Years
0.83
0.67
Worst Rolling Year
9.94%
15.15%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−25.91%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
M 3% · S 85%
Number of Stocks
19
20
Portfolio P/E
29.90
18.26
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%