Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
SMC Global - Growth
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%
5.80%
6 Months
12.26%
20.03%
1 Year
9.01%
17.27%
3 Years
15.14%
12.81%
5 Years
—
11.98%
Since Inception
25.86%
14.70%
Fund Age
4 yrs
6 yrs 10 mo
AUM
₹78.11 Cr
₹201.68 Cr
Alpha – 1 Year
4.29%
12.55%
Alpha – 3 Years
3.05%
0.73%
Information Ratio – 3 Years
0.50
0.15
Volatility – 1 Year
23.53%
22.73%
Volatility – 3 Years
19.64%
20.11%
Beta – 1 Year
1.22
1.17
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.25
0.58
Sharpe Ratio – 3 Years
0.67
0.44
Worst Rolling Year
15.15%
7.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−22.93%
−25.65%
Recovery Period
476 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 38% · M 4% · S 49%
Number of Stocks
20
24
Portfolio P/E
18.26
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%