Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
10.15%
6 Months
12.26%
31.39%
1 Year
9.01%
26.01%
3 Years
15.14%
19.28%
5 Years
—
23.67%
Since Inception
25.86%
28.23%
Fund Age
4 yrs
5 yrs 4 mo
AUM
₹78.11 Cr
₹483.07 Cr
Alpha – 1 Year
4.29%
21.29%
Alpha – 3 Years
3.05%
7.19%
Information Ratio – 3 Years
0.50
0.38
Volatility – 1 Year
23.53%
27.77%
Volatility – 3 Years
19.64%
26.19%
Beta – 1 Year
1.22
1.29
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.25
0.78
Sharpe Ratio – 3 Years
0.67
0.61
Worst Rolling Year
15.15%
19.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−22.93%
−32.66%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 12% · M 6% · S 81%
Number of Stocks
20
63
Portfolio P/E
18.26
62.66
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%
—
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%