Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
0.25%
6 Months
12.26%
15.19%
1 Year
9.01%
3.21%
3 Years
15.14%
19.65%
5 Years
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Since Inception
25.86%
25.09%
Fund Age
4 yrs
3 yrs 5 mo
AUM
₹78.11 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.29%
0.23%
Alpha – 3 Years
3.05%
7.77%
Information Ratio – 3 Years
0.50
0.62
Volatility – 1 Year
23.53%
21.54%
Volatility – 3 Years
19.64%
22.15%
Beta – 1 Year
1.22
1.06
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.25
-0.01
Sharpe Ratio – 3 Years
0.67
0.68
Worst Rolling Year
15.15%
19.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−22.93%
−27.91%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 3% · S 85%
L 26% · M 35% · S 37%
Number of Stocks
20
26
Portfolio P/E
18.26
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%