Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
ORO - All Weather Portfolio
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%
−0.19%
6 Months
12.26%
−0.42%
1 Year
9.01%
−4.58%
3 Years
15.14%
16.32%
5 Years
—
13.17%
Since Inception
25.86%
13.94%
Fund Age
4 yrs
6 yrs 6 mo
AUM
₹78.11 Cr
₹13.16 Cr
Alpha – 1 Year
4.29%
−7.56%
Alpha – 3 Years
3.05%
4.42%
Information Ratio – 3 Years
0.50
0.49
Volatility – 1 Year
23.53%
16.90%
Volatility – 3 Years
19.64%
17.54%
Beta – 1 Year
1.22
0.86
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.25
-0.52
Sharpe Ratio – 3 Years
0.67
0.69
Worst Rolling Year
15.15%
3.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−22.93%
−19.46%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 66% · M 23%
Number of Stocks
20
20
Portfolio P/E
18.26
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%