Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
2.31%
6 Months
12.26%
2.53%
1 Year
9.01%
6.47%
3 Years
15.14%
7.48%
5 Years
—
—
Since Inception
25.86%
8.12%
Fund Age
4 yrs
3 yrs 3 mo
AUM
₹78.11 Cr
₹32.76 Cr
Alpha – 1 Year
4.29%
−0.39%
Alpha – 3 Years
3.05%
−3.56%
Information Ratio – 3 Years
0.50
-0.35
Volatility – 1 Year
23.53%
5.60%
Volatility – 3 Years
19.64%
5.15%
Beta – 1 Year
1.22
0.43
Beta – 3 Years
1.04
0.49
Sharpe Ratio – 1 Year
0.25
0.22
Sharpe Ratio – 3 Years
0.67
0.41
Worst Rolling Year
15.15%
6.82%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−22.93%
−8.35%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
7.67%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%