Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
12.26%
9.86%
1 Year
9.01%
32.16%
3 Years
15.14%
19.13%
5 Years
—
12.16%
Since Inception
25.86%
16.12%
Fund Age
4 yrs
5 yrs 10 mo
AUM
₹78.11 Cr
₹170.31 Cr
Alpha – 1 Year
4.29%
27.44%
Alpha – 3 Years
3.05%
7.04%
Information Ratio – 3 Years
0.50
0.58
Volatility – 1 Year
23.53%
17.07%
Volatility – 3 Years
19.64%
17.73%
Beta – 1 Year
1.22
0.65
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.25
1.42
Sharpe Ratio – 3 Years
0.67
0.79
Worst Rolling Year
15.15%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−22.93%
−30.82%
Recovery Period
476 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
23.14%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 11% · M 1% · S 72%
Number of Stocks
20
18
Portfolio P/E
18.26
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%