Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
12.26%
24.60%
1 Year
9.01%
7.56%
3 Years
15.14%
20.98%
5 Years
—
—
Since Inception
25.86%
24.10%
Fund Age
4 yrs
4 yrs 4 mo
AUM
₹78.11 Cr
₹3.89 Cr
Alpha – 1 Year
4.29%
4.58%
Alpha – 3 Years
3.05%
9.08%
Information Ratio – 3 Years
0.50
0.07
Volatility – 1 Year
23.53%
32.74%
Volatility – 3 Years
19.64%
27.24%
Beta – 1 Year
1.22
1.49
Beta – 3 Years
1.04
1.30
Sharpe Ratio – 1 Year
0.25
0.20
Sharpe Ratio – 3 Years
0.67
0.49
Worst Rolling Year
15.15%
17.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−22.93%
−34.40%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
—
Number of Stocks
20
27
Portfolio P/E
18.26
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%