Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
MOAT - Moderate Compounders
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%
2.75%
6 Months
12.26%
8.17%
1 Year
9.01%
3.28%
3 Years
15.14%
8.41%
5 Years
—
12.53%
Since Inception
25.86%
11.01%
Fund Age
4 yrs
12 yrs 9 mo
AUM
₹78.11 Cr
₹16.57 Cr
Alpha – 1 Year
4.29%
−1.44%
Alpha – 3 Years
3.05%
−3.68%
Information Ratio – 3 Years
0.50
-0.32
Volatility – 1 Year
23.53%
20.74%
Volatility – 3 Years
19.64%
17.91%
Beta – 1 Year
1.22
1.13
Beta – 3 Years
1.04
1.09
Sharpe Ratio – 1 Year
0.25
0.00
Sharpe Ratio – 3 Years
0.67
0.32
Worst Rolling Year
15.15%
-16.89%
Value at Worst Rolling Year
₹1.15 Cr
₹0.83 Cr
Deepest Drawdown
−22.93%
−28.21%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
23.14%
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%
0% / 0% / 0%