Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
12.26%
11.46%
1 Year
9.01%
8.21%
3 Years
15.14%
12.09%
5 Years
—
11.81%
Since Inception
25.86%
13.34%
Fund Age
4 yrs
5 yrs 3 mo
AUM
₹78.11 Cr
₹34.29 Cr
Alpha – 1 Year
4.29%
5.23%
Alpha – 3 Years
3.05%
0.21%
Information Ratio – 3 Years
0.50
0.17
Volatility – 1 Year
23.53%
24.84%
Volatility – 3 Years
19.64%
21.42%
Beta – 1 Year
1.22
1.25
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
0.25
0.21
Sharpe Ratio – 3 Years
0.67
0.49
Worst Rolling Year
15.15%
7.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−22.93%
−34.77%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 5% · M 7% · S 69%
Number of Stocks
20
37
Portfolio P/E
18.26
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%