Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
3.56%
6 Months
12.26%
14.31%
1 Year
9.01%
23.04%
3 Years
15.14%
17.41%
5 Years
—
14.44%
Since Inception
25.86%
16.04%
Fund Age
4 yrs
5 yrs 2 mo
AUM
₹78.11 Cr
₹246.55 Cr
Alpha – 1 Year
4.29%
18.32%
Alpha – 3 Years
3.05%
5.32%
Information Ratio – 3 Years
0.50
0.69
Volatility – 1 Year
23.53%
16.66%
Volatility – 3 Years
19.64%
14.65%
Beta – 1 Year
1.22
0.91
Beta – 3 Years
1.04
0.83
Sharpe Ratio – 1 Year
0.25
1.02
Sharpe Ratio – 3 Years
0.67
0.82
Worst Rolling Year
15.15%
13.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−22.93%
−17.20%
Recovery Period
476 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 31% · M 25% · S 41%
Number of Stocks
20
33
Portfolio P/E
18.26
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%