Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
12.26%
1.92%
1 Year
9.01%
0.43%
3 Years
15.14%
—
5 Years
—
—
Since Inception
25.86%
6.17%
Fund Age
4 yrs
2 yrs 2 mo
AUM
₹78.11 Cr
₹22.98 Cr
Alpha – 1 Year
4.29%
−2.55%
Alpha – 3 Years
3.05%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
16.90%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
1.22
0.96
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
-0.22
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
−16.17%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 61% · M 14% · S 21%
Number of Stocks
20
41
Portfolio P/E
18.26
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%