Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
−0.92%
6 Months
12.26%
32.15%
1 Year
9.01%
16.77%
3 Years
15.14%
19.00%
5 Years
—
20.10%
Since Inception
25.86%
27.01%
Fund Age
4 yrs
6 yrs 10 mo
AUM
₹78.11 Cr
₹247.64 Cr
Alpha – 1 Year
4.29%
13.79%
Alpha – 3 Years
3.05%
7.10%
Information Ratio – 3 Years
0.50
0.30
Volatility – 1 Year
23.53%
39.13%
Volatility – 3 Years
19.64%
29.47%
Beta – 1 Year
1.22
1.87
Beta – 3 Years
1.04
1.36
Sharpe Ratio – 1 Year
0.25
0.42
Sharpe Ratio – 3 Years
0.67
0.55
Worst Rolling Year
15.15%
15.03%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
−22.93%
−35.86%
Recovery Period
476 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
S 80%
Number of Stocks
20
42
Portfolio P/E
18.26
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%