Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
12.26%
31.65%
1 Year
9.01%
26.47%
3 Years
15.14%
18.72%
5 Years
—
16.28%
Since Inception
25.86%
14.51%
Fund Age
4 yrs
10 yrs 10 mo
AUM
₹78.11 Cr
₹423.36 Cr
Alpha – 1 Year
4.29%
21.75%
Alpha – 3 Years
3.05%
6.63%
Information Ratio – 3 Years
0.50
0.36
Volatility – 1 Year
23.53%
28.25%
Volatility – 3 Years
19.64%
24.90%
Beta – 1 Year
1.22
1.32
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.25
0.78
Sharpe Ratio – 3 Years
0.67
0.60
Worst Rolling Year
15.15%
-5.98%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−22.93%
−31.67%
Recovery Period
476 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
23.14%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 12% · M 6% · S 82%
Number of Stocks
20
62
Portfolio P/E
18.26
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%