Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
0.53%
6 Months
12.26%
5.22%
1 Year
9.01%
8.94%
3 Years
15.14%
10.33%
5 Years
—
10.77%
Since Inception
25.86%
10.49%
Fund Age
4 yrs
9 yrs 9 mo
AUM
₹78.11 Cr
₹67.62 Cr
Alpha – 1 Year
4.29%
−0.44%
Alpha – 3 Years
3.05%
0.76%
Information Ratio – 3 Years
0.50
0.44
Volatility – 1 Year
23.53%
2.31%
Volatility – 3 Years
19.64%
1.38%
Beta – 1 Year
1.22
0.41
Beta – 3 Years
1.04
0.46
Sharpe Ratio – 1 Year
0.25
1.46
Sharpe Ratio – 3 Years
0.67
3.36
Worst Rolling Year
15.15%
9.87%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−22.93%
—
Recovery Period
476 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
—
Number of Stocks
20
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%