Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
NAFA - Emerging Bluechip
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%
0.39%
6 Months
12.26%
5.71%
1 Year
9.01%
−0.97%
3 Years
15.14%
8.86%
5 Years
—
14.20%
Since Inception
25.86%
14.76%
Fund Age
4 yrs
10 yrs 5 mo
AUM
₹78.11 Cr
₹447.76 Cr
Alpha – 1 Year
4.29%
−2.83%
Alpha – 3 Years
3.05%
−3.22%
Information Ratio – 3 Years
0.50
0.04
Volatility – 1 Year
23.53%
24.79%
Volatility – 3 Years
19.64%
21.25%
Beta – 1 Year
1.22
1.35
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.25
-0.14
Sharpe Ratio – 3 Years
0.67
0.31
Worst Rolling Year
15.15%
-13.00%
Value at Worst Rolling Year
₹1.15 Cr
₹0.87 Cr
Deepest Drawdown
−22.93%
−26.06%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
23.14%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 2% · M 12% · S 84%
Number of Stocks
20
32
Portfolio P/E
18.26
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%