Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
2.20%
6 Months
12.26%
6.00%
1 Year
9.01%
4.90%
3 Years
15.14%
18.50%
5 Years
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—
Since Inception
25.86%
16.60%
Fund Age
4 yrs
3 yrs
AUM
₹78.11 Cr
₹209.72 Cr
Alpha – 1 Year
4.29%
0.20%
Alpha – 3 Years
3.05%
6.40%
Information Ratio – 3 Years
0.50
1.16
Volatility – 1 Year
23.53%
19.79%
Volatility – 3 Years
19.64%
17.07%
Beta – 1 Year
1.22
1.06
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.25
0.07
Sharpe Ratio – 3 Years
0.67
0.81
Worst Rolling Year
15.15%
18.52%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−22.93%
−19.68%
Recovery Period
476 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 3% · S 85%
L 67% · M 33%
Number of Stocks
20
24
Portfolio P/E
18.26
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%