Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
3.43%
6 Months
21.55%
12.26%
1 Year
12.76%
9.01%
3 Years
17.77%
15.14%
5 Years
17.56%
—
Since Inception
17.72%
25.86%
Fund Age
6 yrs 8 mo
4 yrs
AUM
₹42.03 Cr
₹78.11 Cr
Alpha – 1 Year
8.04%
4.29%
Alpha – 3 Years
5.68%
3.05%
Information Ratio – 3 Years
0.47
0.50
Volatility – 1 Year
28.82%
23.53%
Volatility – 3 Years
20.90%
19.64%
Beta – 1 Year
1.51
1.22
Beta – 3 Years
1.13
1.04
Sharpe Ratio – 1 Year
0.37
0.25
Sharpe Ratio – 3 Years
0.64
0.67
Worst Rolling Year
11.09%
15.15%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−23.45%
−22.93%
Recovery Period
91 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 3% · S 85%
Number of Stocks
—
20
Portfolio P/E
—
18.26
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%