Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
1.70%
6 Months
12.26%
9.08%
1 Year
9.01%
−2.99%
3 Years
15.14%
5.96%
5 Years
—
8.08%
Since Inception
25.86%
15.75%
Fund Age
4 yrs
7 yrs 2 mo
AUM
₹78.11 Cr
₹61.93 Cr
Alpha – 1 Year
4.29%
−7.71%
Alpha – 3 Years
3.05%
−6.13%
Information Ratio – 3 Years
0.50
-0.39
Volatility – 1 Year
23.53%
26.39%
Volatility – 3 Years
19.64%
21.38%
Beta – 1 Year
1.22
1.37
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
0.25
-0.20
Sharpe Ratio – 3 Years
0.67
0.18
Worst Rolling Year
15.15%
5.04%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−22.93%
−33.64%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 2% · M 12% · S 82%
Number of Stocks
20
24
Portfolio P/E
18.26
41.54
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%
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%