Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Karma - Wealth Builder
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%
4.30%
6 Months
12.26%
9.50%
1 Year
9.01%
10.30%
3 Years
15.14%
13.40%
5 Years
—
13.85%
Since Inception
25.86%
12.90%
Fund Age
4 yrs
19 yrs 8 mo
AUM
₹78.11 Cr
₹295.65 Cr
Alpha – 1 Year
4.29%
5.60%
Alpha – 3 Years
3.05%
1.30%
Information Ratio – 3 Years
0.50
0.46
Volatility – 1 Year
23.53%
20.18%
Volatility – 3 Years
19.64%
17.30%
Beta – 1 Year
1.22
1.09
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.25
0.32
Sharpe Ratio – 3 Years
0.67
0.49
Worst Rolling Year
15.15%
-20.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.79 Cr
Deepest Drawdown
−22.93%
−12.92%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
23.14%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
M 3% · S 85%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –