Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
−0.04%
6 Months
12.26%
−3.71%
1 Year
9.01%
−1.23%
3 Years
15.14%
7.88%
5 Years
—
5.71%
Since Inception
25.86%
9.28%
Fund Age
4 yrs
7 yrs 1 mo
AUM
₹78.11 Cr
₹2.48 Cr
Alpha – 1 Year
4.29%
−5.95%
Alpha – 3 Years
3.05%
−4.21%
Information Ratio – 3 Years
0.50
-1.27
Volatility – 1 Year
23.53%
17.16%
Volatility – 3 Years
19.64%
14.17%
Beta – 1 Year
1.22
0.98
Beta – 3 Years
1.04
0.90
Sharpe Ratio – 1 Year
0.25
-0.29
Sharpe Ratio – 3 Years
0.67
0.17
Worst Rolling Year
15.15%
5.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−22.93%
−16.54%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 92% · M 4%
Number of Stocks
20
26
Portfolio P/E
18.26
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%