Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
12.26%
7.38%
1 Year
9.01%
6.08%
3 Years
15.14%
8.22%
5 Years
—
7.99%
Since Inception
25.86%
12.63%
Fund Age
4 yrs
9 yrs 9 mo
AUM
₹78.11 Cr
₹145.75 Cr
Alpha – 1 Year
4.29%
1.36%
Alpha – 3 Years
3.05%
−3.87%
Information Ratio – 3 Years
0.50
-0.60
Volatility – 1 Year
23.53%
20.08%
Volatility – 3 Years
19.64%
16.27%
Beta – 1 Year
1.22
1.12
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
0.13
Sharpe Ratio – 3 Years
0.67
0.24
Worst Rolling Year
15.15%
-1.76%
Value at Worst Rolling Year
₹1.15 Cr
₹0.98 Cr
Deepest Drawdown
−22.93%
−19.25%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
23.14%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 62% · M 20% · S 7%
Number of Stocks
20
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
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%