Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
12.26%
2.04%
1 Year
9.01%
13.04%
3 Years
15.14%
15.74%
5 Years
—
14.15%
Since Inception
25.86%
15.13%
Fund Age
4 yrs
14 yrs 1 mo
AUM
₹78.11 Cr
₹850.7 Cr
Alpha – 1 Year
4.29%
13.39%
Alpha – 3 Years
3.05%
6.74%
Information Ratio – 3 Years
0.50
1.02
Volatility – 1 Year
23.53%
18.01%
Volatility – 3 Years
19.64%
15.42%
Beta – 1 Year
1.22
1.04
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.25
0.48
Sharpe Ratio – 3 Years
0.67
0.76
Worst Rolling Year
15.15%
-19.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
−22.93%
−15.54%
Recovery Period
476 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
23.14%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
M 3% · S 85%
L 53% · M 28% · S 13%
Number of Stocks
20
—
Portfolio P/E
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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)
0% / 0% / 0%
2% / 1% / 0%