Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
12.26%
4.79%
1 Year
9.01%
−0.59%
3 Years
15.14%
11.57%
5 Years
—
13.86%
Since Inception
25.86%
15.96%
Fund Age
4 yrs
5 yrs 5 mo
AUM
₹78.11 Cr
₹45.81 Cr
Alpha – 1 Year
4.29%
−5.31%
Alpha – 3 Years
3.05%
−0.52%
Information Ratio – 3 Years
0.50
-0.06
Volatility – 1 Year
23.53%
21.96%
Volatility – 3 Years
19.64%
17.35%
Beta – 1 Year
1.22
1.19
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
-0.16
Sharpe Ratio – 3 Years
0.67
0.42
Worst Rolling Year
15.15%
10.84%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
−22.93%
−22.24%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 23% · M 4% · S 73%
Number of Stocks
20
16
Portfolio P/E
18.26
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%