Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
12.26%
6.66%
1 Year
9.01%
7.95%
3 Years
15.14%
14.01%
5 Years
—
12.40%
Since Inception
25.86%
16.07%
Fund Age
4 yrs
12 yrs 5 mo
AUM
₹78.11 Cr
₹27.98 Cr
Alpha – 1 Year
4.29%
3.23%
Alpha – 3 Years
3.05%
1.92%
Information Ratio – 3 Years
0.50
0.55
Volatility – 1 Year
23.53%
16.42%
Volatility – 3 Years
19.64%
14.36%
Beta – 1 Year
1.22
0.92
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
0.25
0.15
Sharpe Ratio – 3 Years
0.67
0.63
Worst Rolling Year
15.15%
-4.39%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−22.93%
−17.36%
Recovery Period
476 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
23.14%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 25% · M 6% · S 37%
Number of Stocks
20
30
Portfolio P/E
18.26
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%