Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
NJ - 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%
−1.21%
6 Months
12.26%
5.09%
1 Year
9.01%
0.26%
3 Years
15.14%
9.53%
5 Years
—
5.40%
Since Inception
25.86%
12.09%
Fund Age
4 yrs
8 yrs 5 mo
AUM
₹78.11 Cr
₹1,644.09 Cr
Alpha – 1 Year
4.29%
0.61%
Alpha – 3 Years
3.05%
0.54%
Information Ratio – 3 Years
0.50
0.06
Volatility – 1 Year
23.53%
17.94%
Volatility – 3 Years
19.64%
17.25%
Beta – 1 Year
1.22
1.03
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
0.25
-0.20
Sharpe Ratio – 3 Years
0.67
0.31
Worst Rolling Year
15.15%
2.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
−22.93%
−21.60%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 49% · M 36% · S 14%
Number of Stocks
20
20
Portfolio P/E
18.26
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%