Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
8.45%
6 Months
12.26%
29.49%
1 Year
9.01%
37.09%
3 Years
15.14%
18.49%
5 Years
—
12.39%
Since Inception
25.86%
18.64%
Fund Age
4 yrs
10 yrs 3 mo
AUM
₹78.11 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.29%
32.37%
Alpha – 3 Years
3.05%
6.40%
Information Ratio – 3 Years
0.50
0.52
Volatility – 1 Year
23.53%
25.02%
Volatility – 3 Years
19.64%
18.27%
Beta – 1 Year
1.22
1.22
Beta – 3 Years
1.04
0.89
Sharpe Ratio – 1 Year
0.25
1.18
Sharpe Ratio – 3 Years
0.67
0.74
Worst Rolling Year
15.15%
-0.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−22.93%
−13.15%
Recovery Period
476 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
23.14%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 11% · S 71%
Number of Stocks
20
13
Portfolio P/E
18.26
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%