Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
6.38%
6 Months
12.26%
30.29%
1 Year
9.01%
21.45%
3 Years
15.14%
18.94%
5 Years
—
—
Since Inception
25.86%
23.25%
Fund Age
4 yrs
3 yrs 1 mo
AUM
₹78.11 Cr
₹185.04 Cr
Alpha – 1 Year
4.29%
16.73%
Alpha – 3 Years
3.05%
6.85%
Information Ratio – 3 Years
0.50
0.59
Volatility – 1 Year
23.53%
29.11%
Volatility – 3 Years
19.64%
25.42%
Beta – 1 Year
1.22
1.26
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.25
0.62
Sharpe Ratio – 3 Years
0.67
0.60
Worst Rolling Year
15.15%
18.95%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−22.93%
−27.74%
Recovery Period
476 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
—
Number of Stocks
20
40
Portfolio P/E
18.26
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%