Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Motilal Oswal - NTDOP
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%
3.69%
6 Months
12.26%
8.66%
1 Year
9.01%
4.44%
3 Years
15.14%
14.48%
5 Years
—
8.94%
Since Inception
25.86%
14.23%
Fund Age
4 yrs
18 yrs 11 mo
AUM
₹78.11 Cr
₹4,562.38 Cr
Alpha – 1 Year
4.29%
1.46%
Alpha – 3 Years
3.05%
2.60%
Information Ratio – 3 Years
0.50
0.08
Volatility – 1 Year
23.53%
20.33%
Volatility – 3 Years
19.64%
19.22%
Beta – 1 Year
1.22
1.12
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
0.25
0.00
Sharpe Ratio – 3 Years
0.67
0.51
Worst Rolling Year
15.15%
-6.78%
Value at Worst Rolling Year
₹1.15 Cr
₹0.93 Cr
Deepest Drawdown
−22.93%
−26.97%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
23.14%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 16% · M 42% · S 38%
Number of Stocks
20
33
Portfolio P/E
18.26
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%