Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
0.97%
6 Months
12.26%
6.33%
1 Year
9.01%
−0.99%
3 Years
15.14%
6.26%
5 Years
—
6.47%
Since Inception
25.86%
5.18%
Fund Age
4 yrs
19 yrs 5 mo
AUM
₹78.11 Cr
₹95.89 Cr
Alpha – 1 Year
4.29%
2.51%
Alpha – 3 Years
3.05%
−2.73%
Information Ratio – 3 Years
0.50
-0.10
Volatility – 1 Year
23.53%
20.93%
Volatility – 3 Years
19.64%
17.77%
Beta – 1 Year
1.22
1.14
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.25
-0.20
Sharpe Ratio – 3 Years
0.67
0.23
Worst Rolling Year
15.15%
-21.50%
Value at Worst Rolling Year
₹1.15 Cr
₹0.79 Cr
Deepest Drawdown
−22.93%
−30.66%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
23.14%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
M 3% · S 85%
L 77% · M 12% · S 11%
Number of Stocks
20
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
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%