Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
2.33%
6 Months
12.26%
5.53%
1 Year
9.01%
9.60%
3 Years
15.14%
6.75%
5 Years
—
7.07%
Since Inception
25.86%
13.02%
Fund Age
4 yrs
14 yrs 9 mo
AUM
₹78.11 Cr
₹179.27 Cr
Alpha – 1 Year
4.29%
9.95%
Alpha – 3 Years
3.05%
−2.25%
Information Ratio – 3 Years
0.50
-0.39
Volatility – 1 Year
23.53%
17.14%
Volatility – 3 Years
19.64%
14.92%
Beta – 1 Year
1.22
1.04
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
0.31
Sharpe Ratio – 3 Years
0.67
0.15
Worst Rolling Year
15.15%
-6.19%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−22.93%
−21.15%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
23.14%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
M 3% · S 85%
L 69% · M 12% · S 15%
Number of Stocks
20
22
Portfolio P/E
18.26
—
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—