Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.43%
6 Months
10.76%
12.26%
1 Year
8.14%
9.01%
3 Years
7.76%
15.14%
5 Years
10.03%
—
Since Inception
11.69%
25.86%
Fund Age
6 yrs 8 mo
4 yrs
AUM
₹87.23 Cr
₹78.11 Cr
Alpha – 1 Year
8.57%
4.29%
Alpha – 3 Years
−0.81%
3.05%
Information Ratio – 3 Years
0.02
0.50
Volatility – 1 Year
23.09%
23.53%
Volatility – 3 Years
18.26%
19.64%
Beta – 1 Year
1.29
1.22
Beta – 3 Years
1.11
1.04
Sharpe Ratio – 1 Year
0.21
0.25
Sharpe Ratio – 3 Years
0.22
0.67
Worst Rolling Year
6.59%
15.15%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−25.42%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
M 3% · S 85%
Number of Stocks
41
20
Portfolio P/E
25.23
18.26
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%