Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.43%
6 Months
22.24%
12.26%
1 Year
21.33%
9.01%
3 Years
15.83%
15.14%
5 Years
20.63%
—
Since Inception
19.53%
25.86%
Fund Age
11 yrs
4 yrs
AUM
₹101.92 Cr
₹78.11 Cr
Alpha – 1 Year
21.68%
4.29%
Alpha – 3 Years
6.83%
3.05%
Information Ratio – 3 Years
0.61
0.50
Volatility – 1 Year
21.87%
23.53%
Volatility – 3 Years
21.68%
19.64%
Beta – 1 Year
1.10
1.22
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.75
0.25
Sharpe Ratio – 3 Years
0.65
0.67
Worst Rolling Year
-17.09%
15.15%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−27.12%
−22.93%
Recovery Period
148 days
476 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
M 3% · S 85%
Number of Stocks
65
20
Portfolio P/E
51.62
18.26
Top 5 Holdings
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
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
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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)
1% / 0% / 0%
0% / 0% / 0%