Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
12.26%
10.94%
1 Year
9.01%
1.03%
3 Years
15.14%
11.45%
5 Years
—
15.19%
Since Inception
25.86%
27.03%
Fund Age
4 yrs
5 yrs 11 mo
AUM
₹78.11 Cr
₹298.71 Cr
Alpha – 1 Year
4.29%
−3.69%
Alpha – 3 Years
3.05%
−0.64%
Information Ratio – 3 Years
0.50
-0.04
Volatility – 1 Year
23.53%
27.68%
Volatility – 3 Years
19.64%
23.40%
Beta – 1 Year
1.22
1.45
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
0.25
-0.03
Sharpe Ratio – 3 Years
0.67
0.35
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
—
Recovery Period
476 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 2% · M 2% · S 86%
Number of Stocks
20
36
Portfolio P/E
18.26
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%