Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
−0.03%
6 Months
12.26%
1.95%
1 Year
9.01%
9.19%
3 Years
15.14%
16.93%
5 Years
—
11.74%
Since Inception
25.86%
12.55%
Fund Age
4 yrs
7 yrs 3 mo
AUM
₹78.11 Cr
₹17.39 Cr
Alpha – 1 Year
4.29%
9.54%
Alpha – 3 Years
3.05%
7.93%
Information Ratio – 3 Years
0.50
0.83
Volatility – 1 Year
23.53%
16.46%
Volatility – 3 Years
19.64%
13.48%
Beta – 1 Year
1.22
0.82
Beta – 3 Years
1.04
0.74
Sharpe Ratio – 1 Year
0.25
0.29
Sharpe Ratio – 3 Years
0.67
0.84
Worst Rolling Year
15.15%
3.01%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
−22.93%
−16.15%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 27% · M 18% · S 26%
Number of Stocks
20
53
Portfolio P/E
18.26
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%