Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
12.26%
11.49%
1 Year
9.01%
3.89%
3 Years
15.14%
8.19%
5 Years
—
11.02%
Since Inception
25.86%
10.97%
Fund Age
4 yrs
13 yrs 8 mo
AUM
₹78.11 Cr
₹360.51 Cr
Alpha – 1 Year
4.29%
0.91%
Alpha – 3 Years
3.05%
−3.69%
Information Ratio – 3 Years
0.50
-0.18
Volatility – 1 Year
23.53%
23.04%
Volatility – 3 Years
19.64%
19.34%
Beta – 1 Year
1.22
1.26
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
0.25
0.04
Sharpe Ratio – 3 Years
0.67
0.30
Worst Rolling Year
15.15%
-8.10%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−22.93%
−30.43%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
23.14%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 38% · M 28% · S 33%
Number of Stocks
20
29
Portfolio P/E
18.26
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%