Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Renaissance - Midcap 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%
3.30%
6 Months
12.26%
9.86%
1 Year
9.01%
0.86%
3 Years
15.14%
8.29%
5 Years
—
15.11%
Since Inception
25.86%
11.40%
Fund Age
4 yrs
8 yrs 7 mo
AUM
₹78.11 Cr
₹119.22 Cr
Alpha – 1 Year
4.29%
1.21%
Alpha – 3 Years
3.05%
−0.71%
Information Ratio – 3 Years
0.50
-0.05
Volatility – 1 Year
23.53%
21.27%
Volatility – 3 Years
19.64%
19.22%
Beta – 1 Year
1.22
1.20
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
0.25
-0.10
Sharpe Ratio – 3 Years
0.67
0.25
Worst Rolling Year
15.15%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−22.93%
−29.07%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
23.14%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 2% · M 52% · S 44%
Number of Stocks
20
33
Portfolio P/E
18.26
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%