Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
3.43%
6 Months
−7.08%
12.26%
1 Year
−4.02%
9.01%
3 Years
1.10%
15.14%
5 Years
2.02%
—
Since Inception
13.04%
25.86%
Fund Age
17 yrs 10 mo
4 yrs
AUM
₹50.53 Cr
₹78.11 Cr
Alpha – 1 Year
−3.59%
4.29%
Alpha – 3 Years
−7.46%
3.05%
Information Ratio – 3 Years
-1.28
0.50
Volatility – 1 Year
16.65%
23.53%
Volatility – 3 Years
15.47%
19.64%
Beta – 1 Year
1.04
1.22
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.49
0.25
Sharpe Ratio – 3 Years
-0.20
0.67
Worst Rolling Year
-4.00%
15.15%
Value at Worst Rolling Year
₹0.96 Cr
₹1.15 Cr
Deepest Drawdown
−23.28%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
M 3% · S 85%
Number of Stocks
15
20
Portfolio P/E
27.97
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
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%