Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Marcellus - Kings of Capital
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%
0.50%
6 Months
12.26%
2.02%
1 Year
9.01%
0.60%
3 Years
15.14%
8.21%
5 Years
—
5.75%
Since Inception
25.86%
9.73%
Fund Age
4 yrs
6 yrs
AUM
₹78.11 Cr
₹128.19 Cr
Alpha – 1 Year
4.29%
1.03%
Alpha – 3 Years
3.05%
−0.36%
Information Ratio – 3 Years
0.50
0.12
Volatility – 1 Year
23.53%
19.24%
Volatility – 3 Years
19.64%
14.76%
Beta – 1 Year
1.22
1.13
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
0.25
-0.16
Sharpe Ratio – 3 Years
0.67
0.24
Worst Rolling Year
15.15%
0.20%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−22.93%
−18.72%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
23.14%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%