Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Eklavya Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
−0.98%
6 Months
12.26%
4.93%
1 Year
9.01%
−0.37%
3 Years
15.14%
—
5 Years
—
—
Since Inception
25.86%
4.91%
Fund Age
4 yrs
2 yrs 1 mo
AUM
₹78.11 Cr
₹8 Cr
Alpha – 1 Year
4.29%
−0.02%
Alpha – 3 Years
3.05%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
12.93%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
1.22
0.72
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
-0.38
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
15.15%
6.09%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
−22.93%
−12.49%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 23% · M 8% · S 36%
Number of Stocks
20
30
Portfolio P/E
18.26
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%