Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Incred-Small & MidCap PMS
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%
4.27%
6 Months
12.26%
−8.15%
1 Year
9.01%
−5.39%
3 Years
15.14%
10.81%
5 Years
—
—
Since Inception
25.86%
11.07%
Fund Age
4 yrs
5 yrs
AUM
₹78.11 Cr
₹121.08 Cr
Alpha – 1 Year
4.29%
−5.32%
Alpha – 3 Years
3.05%
−2.65%
Information Ratio – 3 Years
0.50
-0.15
Volatility – 1 Year
23.53%
24.51%
Volatility – 3 Years
19.64%
24.85%
Beta – 1 Year
1.22
1.17
Beta – 3 Years
1.04
1.18
Sharpe Ratio – 1 Year
0.25
-0.34
Sharpe Ratio – 3 Years
0.67
0.32
Worst Rolling Year
15.15%
9.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−22.93%
−34.50%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
M 20% · S 78%
Number of Stocks
20
—
Portfolio P/E
18.26
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
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%