Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
4.22%
6 Months
12.26%
14.78%
1 Year
9.01%
3.60%
3 Years
15.14%
26.42%
5 Years
—
15.65%
Since Inception
25.86%
19.18%
Fund Age
4 yrs
5 yrs 5 mo
AUM
₹78.11 Cr
₹730.87 Cr
Alpha – 1 Year
4.29%
0.62%
Alpha – 3 Years
3.05%
14.53%
Information Ratio – 3 Years
0.50
0.84
Volatility – 1 Year
23.53%
21.03%
Volatility – 3 Years
19.64%
18.57%
Beta – 1 Year
1.22
0.98
Beta – 3 Years
1.04
0.72
Sharpe Ratio – 1 Year
0.25
0.01
Sharpe Ratio – 3 Years
0.67
1.08
Worst Rolling Year
15.15%
8.04%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−22.93%
−22.15%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 11% · M 7% · S 82%
Number of Stocks
20
17
Portfolio P/E
18.26
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%