Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
12.26%
15.63%
1 Year
9.01%
20.01%
3 Years
15.14%
17.10%
5 Years
—
15.64%
Since Inception
25.86%
13.05%
Fund Age
4 yrs
8 yrs 11 mo
AUM
₹78.11 Cr
₹46.46 Cr
Alpha – 1 Year
4.29%
15.29%
Alpha – 3 Years
3.05%
5.01%
Information Ratio – 3 Years
0.50
0.88
Volatility – 1 Year
23.53%
20.61%
Volatility – 3 Years
19.64%
19.98%
Beta – 1 Year
1.22
0.94
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
0.25
0.73
Sharpe Ratio – 3 Years
0.67
0.85
Worst Rolling Year
15.15%
-3.76%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−22.93%
−27.72%
Recovery Period
476 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
23.14%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 27% · M 34% · S 33%
Number of Stocks
20
25
Portfolio P/E
18.26
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%