Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
HSBC India Next Portfolio
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%
0.12%
6 Months
12.26%
7.25%
1 Year
9.01%
6.76%
3 Years
15.14%
11.27%
5 Years
—
11.24%
Since Inception
25.86%
13.42%
Fund Age
4 yrs
5 yrs 6 mo
AUM
₹78.11 Cr
₹440.57 Cr
Alpha – 1 Year
4.29%
2.04%
Alpha – 3 Years
3.05%
−0.82%
Information Ratio – 3 Years
0.50
-0.13
Volatility – 1 Year
23.53%
18.95%
Volatility – 3 Years
19.64%
15.52%
Beta – 1 Year
1.22
1.06
Beta – 3 Years
1.04
0.94
Sharpe Ratio – 1 Year
0.25
0.16
Sharpe Ratio – 3 Years
0.67
0.43
Worst Rolling Year
15.15%
10.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−22.93%
−18.28%
Recovery Period
476 days
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 43% · M 35% · S 19%
Number of Stocks
20
28
Portfolio P/E
18.26
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%