Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
12.26%
19.62%
1 Year
9.01%
12.19%
3 Years
15.14%
23.51%
5 Years
—
13.96%
Since Inception
25.86%
23.13%
Fund Age
4 yrs
6 yrs 7 mo
AUM
₹78.11 Cr
₹2,332.81 Cr
Alpha – 1 Year
4.29%
9.21%
Alpha – 3 Years
3.05%
11.63%
Information Ratio – 3 Years
0.50
0.83
Volatility – 1 Year
23.53%
26.11%
Volatility – 3 Years
19.64%
21.82%
Beta – 1 Year
1.22
1.32
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
0.25
0.33
Sharpe Ratio – 3 Years
0.67
0.83
Worst Rolling Year
15.15%
12.50%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−22.93%
−24.27%
Recovery Period
476 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 14% · M 33% · S 52%
Number of Stocks
20
33
Portfolio P/E
18.26
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%