Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Master Trust India Growth Strategy
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%
5.45%
6 Months
12.26%
16.85%
1 Year
9.01%
9.30%
3 Years
15.14%
14.05%
5 Years
—
14.30%
Since Inception
25.86%
24.29%
Fund Age
4 yrs
14 yrs 10 mo
AUM
₹78.11 Cr
₹372.24 Cr
Alpha – 1 Year
4.29%
4.58%
Alpha – 3 Years
3.05%
1.97%
Information Ratio – 3 Years
0.50
0.33
Volatility – 1 Year
23.53%
21.18%
Volatility – 3 Years
19.64%
20.18%
Beta – 1 Year
1.22
1.04
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
0.25
0.27
Sharpe Ratio – 3 Years
0.67
0.49
Worst Rolling Year
15.15%
-10.46%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−22.93%
−23.77%
Recovery Period
476 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
23.14%
27.35%
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
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%