Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
7.48%
6 Months
12.26%
9.42%
1 Year
9.01%
28.25%
3 Years
15.14%
18.47%
5 Years
—
21.31%
Since Inception
25.86%
21.69%
Fund Age
4 yrs
5 yrs
AUM
₹78.11 Cr
₹79.02 Cr
Alpha – 1 Year
4.29%
23.53%
Alpha – 3 Years
3.05%
6.38%
Information Ratio – 3 Years
0.50
0.27
Volatility – 1 Year
23.53%
18.12%
Volatility – 3 Years
19.64%
27.25%
Beta – 1 Year
1.22
0.87
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.25
1.18
Sharpe Ratio – 3 Years
0.67
0.56
Worst Rolling Year
15.15%
15.67%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−22.93%
−30.64%
Recovery Period
476 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 10% · M 9% · S 69%
Number of Stocks
20
34
Portfolio P/E
18.26
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%