Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Motilal Oswal - Ethical
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%
1.53%
6 Months
12.26%
18.13%
1 Year
9.01%
13.15%
3 Years
15.14%
14.12%
5 Years
—
11.96%
Since Inception
25.86%
13.25%
Fund Age
4 yrs
5 yrs 1 mo
AUM
₹78.11 Cr
₹77.09 Cr
Alpha – 1 Year
4.29%
10.17%
Alpha – 3 Years
3.05%
2.24%
Information Ratio – 3 Years
0.50
0.36
Volatility – 1 Year
23.53%
23.76%
Volatility – 3 Years
19.64%
19.81%
Beta – 1 Year
1.22
1.23
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
0.25
0.40
Sharpe Ratio – 3 Years
0.67
0.50
Worst Rolling Year
15.15%
8.04%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−22.93%
−27.15%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 28% · M 28% · S 44%
Number of Stocks
20
20
Portfolio P/E
18.26
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%