Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sowilo Multicap Fund
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%
3.12%
6 Months
12.26%
20.18%
1 Year
9.01%
17.30%
3 Years
15.14%
18.32%
5 Years
—
—
Since Inception
25.86%
21.17%
Fund Age
4 yrs
3 yrs 2 mo
AUM
₹78.11 Cr
₹171.55 Cr
Alpha – 1 Year
4.29%
12.58%
Alpha – 3 Years
3.05%
6.23%
Information Ratio – 3 Years
0.50
0.82
Volatility – 1 Year
23.53%
24.39%
Volatility – 3 Years
19.64%
21.61%
Beta – 1 Year
1.22
1.30
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
0.25
0.55
Sharpe Ratio – 3 Years
0.67
0.70
Worst Rolling Year
15.15%
18.30%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−22.93%
−26.88%
Recovery Period
476 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 4% · M 4% · S 88%
Number of Stocks
20
82
Portfolio P/E
18.26
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%