Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
−0.96%
6 Months
12.26%
−5.85%
1 Year
9.01%
1.08%
3 Years
15.14%
1.92%
5 Years
—
1.54%
Since Inception
25.86%
4.73%
Fund Age
4 yrs
9 yrs 11 mo
AUM
₹78.11 Cr
₹4.85 Cr
Alpha – 1 Year
4.29%
−8.50%
Alpha – 3 Years
3.05%
−7.97%
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
9.90%
Volatility – 3 Years
19.64%
26.17%
Beta – 1 Year
1.22
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
-0.53
Sharpe Ratio – 3 Years
0.67
0.01
Worst Rolling Year
15.15%
2.80%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
−22.93%
−28.72%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
—
Number of Stocks
20
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%