Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.43%
6 Months
25.88%
12.26%
1 Year
19.47%
9.01%
3 Years
25.74%
15.14%
5 Years
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—
Since Inception
23.24%
25.86%
Fund Age
3 yrs 1 mo
4 yrs
AUM
₹507.13 Cr
₹78.11 Cr
Alpha – 1 Year
16.49%
4.29%
Alpha – 3 Years
13.85%
3.05%
Information Ratio – 3 Years
0.94
0.50
Volatility – 1 Year
20.27%
23.53%
Volatility – 3 Years
18.08%
19.64%
Beta – 1 Year
0.86
1.22
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.71
0.25
Sharpe Ratio – 3 Years
1.07
0.67
Worst Rolling Year
22.47%
15.15%
Value at Worst Rolling Year
₹1.22 Cr
₹1.15 Cr
Deepest Drawdown
−21.35%
−22.93%
Recovery Period
427 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
23.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
M 3% · S 85%
Number of Stocks
20
20
Portfolio P/E
45.78
18.26
Top 5 Holdings
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
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
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%