Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
4.61%
6 Months
12.26%
3.41%
1 Year
9.01%
20.00%
3 Years
15.14%
24.29%
5 Years
—
—
Since Inception
25.86%
15.71%
Fund Age
4 yrs
4 yrs 7 mo
AUM
₹78.11 Cr
₹129.22 Cr
Alpha – 1 Year
4.29%
15.28%
Alpha – 3 Years
3.05%
12.20%
Information Ratio – 3 Years
0.50
1.16
Volatility – 1 Year
23.53%
22.01%
Volatility – 3 Years
19.64%
22.99%
Beta – 1 Year
1.22
0.67
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
0.70
Sharpe Ratio – 3 Years
0.67
1.11
Worst Rolling Year
15.15%
13.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−22.93%
−27.23%
Recovery Period
476 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
25.12%
5-Year Rolling Windows Positive
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—
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%