Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
4.02%
6 Months
12.26%
10.61%
1 Year
9.01%
3.27%
3 Years
15.14%
5.81%
5 Years
—
4.77%
Since Inception
25.86%
12.23%
Fund Age
4 yrs
7 yrs 7 mo
AUM
₹78.11 Cr
₹1,666.24 Cr
Alpha – 1 Year
4.29%
3.70%
Alpha – 3 Years
3.05%
−2.76%
Information Ratio – 3 Years
0.50
-0.29
Volatility – 1 Year
23.53%
19.50%
Volatility – 3 Years
19.64%
16.37%
Beta – 1 Year
1.22
1.09
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.25
-0.02
Sharpe Ratio – 3 Years
0.67
0.10
Worst Rolling Year
15.15%
0.36%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−22.93%
−23.56%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
23.14%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%