Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
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
6.51%
3.43%
6 Months
14.93%
12.26%
1 Year
16.79%
9.01%
3 Years
13.85%
15.14%
5 Years
12.48%
—
Since Inception
18.86%
25.86%
Fund Age
14 yrs 11 mo
4 yrs
AUM
₹32.99 Cr
₹78.11 Cr
Alpha – 1 Year
17.14%
4.29%
Alpha – 3 Years
4.85%
3.05%
Information Ratio – 3 Years
0.41
0.50
Volatility – 1 Year
17.36%
23.53%
Volatility – 3 Years
20.03%
19.64%
Beta – 1 Year
0.65
1.22
Beta – 3 Years
0.84
1.04
Sharpe Ratio – 1 Year
0.67
0.25
Sharpe Ratio – 3 Years
0.57
0.67
Worst Rolling Year
-8.60%
15.15%
Value at Worst Rolling Year
₹0.91 Cr
₹1.15 Cr
Deepest Drawdown
−30.57%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 61%
M 3% · S 85%
Number of Stocks
69
20
Portfolio P/E
70.14
18.26
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
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
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%