Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
12.26%
15.63%
1 Year
9.01%
0.27%
3 Years
15.14%
12.69%
5 Years
—
8.81%
Since Inception
25.86%
15.48%
Fund Age
4 yrs
18 yrs 10 mo
AUM
₹78.11 Cr
₹406.27 Cr
Alpha – 1 Year
4.29%
−4.45%
Alpha – 3 Years
3.05%
0.61%
Information Ratio – 3 Years
0.50
0.21
Volatility – 1 Year
23.53%
22.89%
Volatility – 3 Years
19.64%
19.09%
Beta – 1 Year
1.22
1.13
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.25
-0.11
Sharpe Ratio – 3 Years
0.67
0.45
Worst Rolling Year
15.15%
-10.83%
Value at Worst Rolling Year
₹1.15 Cr
₹0.89 Cr
Deepest Drawdown
−22.93%
−31.17%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
23.14%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 28% · M 26% · S 45%
Number of Stocks
20
29
Portfolio P/E
18.26
38.78
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 · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%