Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
−1.86%
6 Months
12.26%
0.50%
1 Year
9.01%
6.34%
3 Years
15.14%
19.74%
5 Years
—
16.62%
Since Inception
25.86%
20.10%
Fund Age
4 yrs
6 yrs 1 mo
AUM
₹78.11 Cr
₹56.91 Cr
Alpha – 1 Year
4.29%
1.64%
Alpha – 3 Years
3.05%
7.64%
Information Ratio – 3 Years
0.50
0.90
Volatility – 1 Year
23.53%
16.52%
Volatility – 3 Years
19.64%
17.18%
Beta – 1 Year
1.22
0.89
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
0.25
0.14
Sharpe Ratio – 3 Years
0.67
0.84
Worst Rolling Year
15.15%
18.93%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−22.93%
−18.72%
Recovery Period
476 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 59% · M 40%
Number of Stocks
20
20
Portfolio P/E
18.26
27.00
Top 5 Holdings
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%