Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
3.57%
6 Months
12.26%
13.27%
1 Year
9.01%
19.25%
3 Years
15.14%
19.26%
5 Years
—
12.69%
Since Inception
25.86%
18.49%
Fund Age
4 yrs
7 yrs 3 mo
AUM
₹78.11 Cr
₹40.18 Cr
Alpha – 1 Year
4.29%
14.53%
Alpha – 3 Years
3.05%
7.17%
Information Ratio – 3 Years
0.50
0.70
Volatility – 1 Year
23.53%
26.49%
Volatility – 3 Years
19.64%
18.75%
Beta – 1 Year
1.22
1.37
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.25
0.59
Sharpe Ratio – 3 Years
0.67
0.71
Worst Rolling Year
15.15%
12.14%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−22.93%
−15.45%
Recovery Period
476 days
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 13% · M 41% · S 44%
Number of Stocks
20
36
Portfolio P/E
18.26
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%