Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
5.99%
6 Months
12.26%
26.63%
1 Year
9.01%
16.86%
3 Years
15.14%
13.24%
5 Years
—
17.56%
Since Inception
25.86%
16.65%
Fund Age
4 yrs
10 yrs 1 mo
AUM
₹78.11 Cr
₹11.38 Cr
Alpha – 1 Year
4.29%
12.14%
Alpha – 3 Years
3.05%
1.15%
Information Ratio – 3 Years
0.50
0.20
Volatility – 1 Year
23.53%
29.32%
Volatility – 3 Years
19.64%
24.13%
Beta – 1 Year
1.22
1.44
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.25
0.48
Sharpe Ratio – 3 Years
0.67
0.50
Worst Rolling Year
15.15%
-10.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−22.93%
−32.02%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
23.14%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
M 1% · S 95%
Number of Stocks
20
28
Portfolio P/E
18.26
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%