Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
JM Financial - India Resurgent
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%
4.15%
6 Months
12.26%
18.21%
1 Year
9.01%
19.11%
3 Years
15.14%
23.58%
5 Years
—
18.40%
Since Inception
25.86%
13.93%
Fund Age
4 yrs
11 yrs 4 mo
AUM
₹78.11 Cr
₹13.37 Cr
Alpha – 1 Year
4.29%
16.13%
Alpha – 3 Years
3.05%
11.69%
Information Ratio – 3 Years
0.50
1.24
Volatility – 1 Year
23.53%
18.18%
Volatility – 3 Years
19.64%
17.99%
Beta – 1 Year
1.22
0.94
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
0.25
0.75
Sharpe Ratio – 3 Years
0.67
0.97
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
−20.05%
Recovery Period
476 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 27% · M 15% · S 55%
Number of Stocks
20
32
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%