Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Composite India - GARP 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%
3.99%
6 Months
12.26%
22.77%
1 Year
9.01%
24.21%
3 Years
15.14%
13.20%
5 Years
—
12.56%
Since Inception
25.86%
18.69%
Fund Age
4 yrs
7 yrs 4 mo
AUM
₹78.11 Cr
₹114.64 Cr
Alpha – 1 Year
4.29%
19.49%
Alpha – 3 Years
3.05%
1.43%
Information Ratio – 3 Years
0.50
0.12
Volatility – 1 Year
23.53%
24.82%
Volatility – 3 Years
19.64%
21.64%
Beta – 1 Year
1.22
1.34
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.25
0.78
Sharpe Ratio – 3 Years
0.67
0.46
Worst Rolling Year
15.15%
10.43%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−22.93%
−24.42%
Recovery Period
476 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 20% · M 28% · S 47%
Number of Stocks
20
32
Portfolio P/E
18.26
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%