Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Purnartha One Strategy
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%
−1.07%
6 Months
12.26%
4.90%
1 Year
9.01%
8.20%
3 Years
15.14%
—
5 Years
—
—
Since Inception
25.86%
8.35%
Fund Age
4 yrs
2 yrs 11 mo
AUM
₹78.11 Cr
₹5.79 Cr
Alpha – 1 Year
4.29%
1.34%
Alpha – 3 Years
3.05%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
14.87%
Volatility – 3 Years
19.64%
11.97%
Beta – 1 Year
1.22
1.50
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
0.25
Sharpe Ratio – 3 Years
0.67
0.34
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
−10.35%
Recovery Period
476 days
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 23% · M 8% · S 15%
Number of Stocks
20
—
Portfolio P/E
18.26
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%