Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
−2.26%
6 Months
12.26%
9.35%
1 Year
9.01%
10.43%
3 Years
15.14%
15.16%
5 Years
—
—
Since Inception
25.86%
21.24%
Fund Age
4 yrs
4 yrs 11 mo
AUM
₹78.11 Cr
₹16.88 Cr
Alpha – 1 Year
4.29%
8.57%
Alpha – 3 Years
3.05%
3.08%
Information Ratio – 3 Years
0.50
0.34
Volatility – 1 Year
23.53%
33.08%
Volatility – 3 Years
19.64%
27.65%
Beta – 1 Year
1.22
1.54
Beta – 3 Years
1.04
1.38
Sharpe Ratio – 1 Year
0.25
0.28
Sharpe Ratio – 3 Years
0.67
0.51
Worst Rolling Year
15.15%
12.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−22.93%
−32.66%
Recovery Period
476 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 3% · S 85%
L 9% · M 17% · S 71%
Number of Stocks
20
16
Portfolio P/E
18.26
48.24
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%
—
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%