Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Pace - Secure
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%
−0.11%
6 Months
12.26%
2.89%
1 Year
9.01%
7.86%
3 Years
15.14%
10.62%
5 Years
—
10.19%
Since Inception
25.86%
9.46%
Fund Age
4 yrs
5 yrs 7 mo
AUM
₹78.11 Cr
₹158.06 Cr
Alpha – 1 Year
4.29%
−1.70%
Alpha – 3 Years
3.05%
0.86%
Information Ratio – 3 Years
0.50
0.37
Volatility – 1 Year
23.53%
1.80%
Volatility – 3 Years
19.64%
3.43%
Beta – 1 Year
1.22
0.81
Beta – 3 Years
1.04
0.63
Sharpe Ratio – 1 Year
0.25
1.30
Sharpe Ratio – 3 Years
0.67
1.53
Worst Rolling Year
15.15%
8.14%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−22.93%
—
Recovery Period
476 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
—
Number of Stocks
20
—
Portfolio P/E
18.26
—
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%
—
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
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%