Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
12.26%
31.10%
1 Year
9.01%
52.47%
3 Years
15.14%
17.74%
5 Years
—
16.38%
Since Inception
25.86%
15.58%
Fund Age
4 yrs
16 yrs 9 mo
AUM
₹78.11 Cr
₹132.42 Cr
Alpha – 1 Year
4.29%
47.75%
Alpha – 3 Years
3.05%
5.65%
Information Ratio – 3 Years
0.50
0.46
Volatility – 1 Year
23.53%
26.74%
Volatility – 3 Years
19.64%
21.32%
Beta – 1 Year
1.22
1.30
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
0.25
1.52
Sharpe Ratio – 3 Years
0.67
0.68
Worst Rolling Year
15.15%
-15.93%
Value at Worst Rolling Year
₹1.15 Cr
₹0.84 Cr
Deepest Drawdown
−22.93%
−20.79%
Recovery Period
476 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
23.14%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
M 3% · S 85%
M 9% · S 83%
Number of Stocks
20
26
Portfolio P/E
18.26
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%