Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
BB Bluechip
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
3.43%
6 Months
16.54%
12.26%
1 Year
15.86%
9.01%
3 Years
—
15.14%
5 Years
—
—
Since Inception
29.22%
25.86%
Fund Age
17 mo
4 yrs
AUM
₹12.45 Cr
₹78.11 Cr
Alpha – 1 Year
12.88%
4.29%
Alpha – 3 Years
—
3.05%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
23.63%
23.53%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.27
1.22
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.50
0.25
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
15.15%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.85%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
M 3% · S 85%
Number of Stocks
16
20
Portfolio P/E
18.79
18.26
Top 5 Holdings
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
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 · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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%