Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
1.47%
6 Months
12.26%
5.42%
1 Year
9.01%
9.64%
3 Years
15.14%
10.36%
5 Years
—
7.75%
Since Inception
25.86%
11.08%
Fund Age
4 yrs
9 yrs 11 mo
AUM
₹78.11 Cr
₹66.05 Cr
Alpha – 1 Year
4.29%
9.99%
Alpha – 3 Years
3.05%
1.36%
Information Ratio – 3 Years
0.50
0.51
Volatility – 1 Year
23.53%
17.05%
Volatility – 3 Years
19.64%
14.23%
Beta – 1 Year
1.22
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
0.31
Sharpe Ratio – 3 Years
0.67
0.40
Worst Rolling Year
15.15%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−22.93%
−17.08%
Recovery Period
476 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
23.14%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
18.26
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—