Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Prosperity - Discovery Fund
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%
4.17%
6 Months
12.26%
20.15%
1 Year
9.01%
7.22%
3 Years
15.14%
9.88%
5 Years
—
10.18%
Since Inception
25.86%
17.47%
Fund Age
4 yrs
5 yrs 8 mo
AUM
₹78.11 Cr
₹112.12 Cr
Alpha – 1 Year
4.29%
2.50%
Alpha – 3 Years
3.05%
−2.21%
Information Ratio – 3 Years
0.50
-0.17
Volatility – 1 Year
23.53%
30.34%
Volatility – 3 Years
19.64%
23.32%
Beta – 1 Year
1.22
1.54
Beta – 3 Years
1.04
1.29
Sharpe Ratio – 1 Year
0.25
0.19
Sharpe Ratio – 3 Years
0.67
0.29
Worst Rolling Year
15.15%
8.52%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−22.93%
−32.53%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
M 39% · S 59%
Number of Stocks
20
28
Portfolio P/E
18.26
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%