Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Ckredence-Business Cycle Fund
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%
2.97%
6 Months
12.26%
18.69%
1 Year
9.01%
17.43%
3 Years
15.14%
—
5 Years
—
—
Since Inception
25.86%
17.76%
Fund Age
4 yrs
2 yrs 9 mo
AUM
₹78.11 Cr
₹197.55 Cr
Alpha – 1 Year
4.29%
17.78%
Alpha – 3 Years
3.05%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
20.32%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
1.22
1.06
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
0.63
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
−15.36%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 18% · M 24% · S 51%
Number of Stocks
20
35
Portfolio P/E
18.26
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%