Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Phillip Capital - Signature India 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%
3.08%
6 Months
12.26%
14.24%
1 Year
9.01%
9.21%
3 Years
15.14%
8.31%
5 Years
—
7.74%
Since Inception
25.86%
11.80%
Fund Age
4 yrs
10 yrs 3 mo
AUM
₹78.11 Cr
₹251.07 Cr
Alpha – 1 Year
4.29%
4.51%
Alpha – 3 Years
3.05%
−2.91%
Information Ratio – 3 Years
0.50
-0.50
Volatility – 1 Year
23.53%
21.09%
Volatility – 3 Years
19.64%
15.86%
Beta – 1 Year
1.22
1.13
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
0.25
0.27
Sharpe Ratio – 3 Years
0.67
0.26
Worst Rolling Year
15.15%
-3.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−22.93%
−19.63%
Recovery Period
476 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
23.14%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 30% · M 32% · S 34%
Number of Stocks
20
28
Portfolio P/E
18.26
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%