Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
2.92%
6 Months
12.26%
8.20%
1 Year
9.01%
15.48%
3 Years
15.14%
18.05%
5 Years
—
15.54%
Since Inception
25.86%
14.61%
Fund Age
4 yrs
10 yrs 4 mo
AUM
₹78.11 Cr
₹747.6 Cr
Alpha – 1 Year
4.29%
15.83%
Alpha – 3 Years
3.05%
9.06%
Information Ratio – 3 Years
0.50
0.72
Volatility – 1 Year
23.53%
18.67%
Volatility – 3 Years
19.64%
21.45%
Beta – 1 Year
1.22
1.12
Beta – 3 Years
1.04
1.31
Sharpe Ratio – 1 Year
0.25
0.58
Sharpe Ratio – 3 Years
0.67
0.64
Worst Rolling Year
15.15%
-13.89%
Value at Worst Rolling Year
₹1.15 Cr
₹0.86 Cr
Deepest Drawdown
−22.93%
−30.97%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
23.14%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 35% · M 50% · S 14%
Number of Stocks
20
25
Portfolio P/E
18.26
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%