Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Nippon - Emerging India - EIP
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%
2.63%
6 Months
12.26%
13.11%
1 Year
9.01%
15.44%
3 Years
15.14%
15.82%
5 Years
—
15.29%
Since Inception
25.86%
15.37%
Fund Age
4 yrs
9 yrs 4 mo
AUM
₹78.11 Cr
₹32.48 Cr
Alpha – 1 Year
4.29%
10.72%
Alpha – 3 Years
3.05%
3.73%
Information Ratio – 3 Years
0.50
0.69
Volatility – 1 Year
23.53%
17.99%
Volatility – 3 Years
19.64%
17.45%
Beta – 1 Year
1.22
0.99
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
0.25
0.59
Sharpe Ratio – 3 Years
0.67
0.71
Worst Rolling Year
15.15%
-6.27%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−22.93%
−21.15%
Recovery Period
476 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
23.14%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 8% · M 22% · S 44%
Number of Stocks
20
30
Portfolio P/E
18.26
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%