Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
0.36%
6 Months
12.26%
5.01%
1 Year
9.01%
−5.33%
3 Years
15.14%
1.25%
5 Years
—
−1.56%
Since Inception
25.86%
10.94%
Fund Age
4 yrs
6 yrs 11 mo
AUM
₹78.11 Cr
₹122.91 Cr
Alpha – 1 Year
4.29%
−8.31%
Alpha – 3 Years
3.05%
−10.64%
Information Ratio – 3 Years
0.50
-0.98
Volatility – 1 Year
23.53%
16.35%
Volatility – 3 Years
19.64%
16.88%
Beta – 1 Year
1.22
0.87
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.25
-0.59
Sharpe Ratio – 3 Years
0.67
-0.17
Worst Rolling Year
15.15%
-5.79%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−22.93%
−20.60%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
23.14%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
M 3% · S 85%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%