Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
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
3.68%
3.43%
6 Months
−1.81%
12.26%
1 Year
5.85%
9.01%
3 Years
8.65%
15.14%
5 Years
7.90%
—
Since Inception
16.09%
25.86%
Fund Age
16 yrs 4 mo
4 yrs
AUM
₹22.08 Cr
₹78.11 Cr
Alpha – 1 Year
6.20%
4.29%
Alpha – 3 Years
−0.35%
3.05%
Information Ratio – 3 Years
0.11
0.50
Volatility – 1 Year
17.32%
23.53%
Volatility – 3 Years
15.11%
19.64%
Beta – 1 Year
0.79
1.22
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.10
0.25
Sharpe Ratio – 3 Years
0.36
0.67
Worst Rolling Year
0.88%
15.15%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−17.79%
−22.93%
Recovery Period
297 days
476 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
M 3% · S 85%
Number of Stocks
37
20
Portfolio P/E
45.09
18.26
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
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 · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%