Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Magadh - Value for Growth
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%
1.29%
6 Months
12.26%
−4.12%
1 Year
9.01%
1.97%
3 Years
15.14%
12.30%
5 Years
—
12.28%
Since Inception
25.86%
12.08%
Fund Age
4 yrs
5 yrs
AUM
₹78.11 Cr
₹27.16 Cr
Alpha – 1 Year
4.29%
−2.75%
Alpha – 3 Years
3.05%
0.21%
Information Ratio – 3 Years
0.50
0.08
Volatility – 1 Year
23.53%
18.26%
Volatility – 3 Years
19.64%
15.26%
Beta – 1 Year
1.22
1.01
Beta – 3 Years
1.04
0.92
Sharpe Ratio – 1 Year
0.25
-0.09
Sharpe Ratio – 3 Years
0.67
0.53
Worst Rolling Year
15.15%
12.19%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−22.93%
−16.54%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 41% · M 28% · S 30%
Number of Stocks
20
27
Portfolio P/E
18.26
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%