Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
SageOne - Smallcap 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%
0.91%
6 Months
12.26%
22.17%
1 Year
9.01%
13.49%
3 Years
15.14%
12.21%
5 Years
—
11.23%
Since Inception
25.86%
22.14%
Fund Age
4 yrs
7 yrs 4 mo
AUM
₹78.11 Cr
₹1,280.4 Cr
Alpha – 1 Year
4.29%
8.77%
Alpha – 3 Years
3.05%
0.12%
Information Ratio – 3 Years
0.50
0.01
Volatility – 1 Year
23.53%
24.60%
Volatility – 3 Years
19.64%
22.41%
Beta – 1 Year
1.22
1.20
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.25
0.41
Sharpe Ratio – 3 Years
0.67
0.39
Worst Rolling Year
15.15%
4.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−22.93%
−26.42%
Recovery Period
476 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
S 100%
Number of Stocks
20
18
Portfolio P/E
18.26
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%