Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
7.67%
6 Months
12.26%
27.70%
1 Year
9.01%
47.52%
3 Years
15.14%
23.98%
5 Years
—
15.87%
Since Inception
25.86%
18.55%
Fund Age
4 yrs
16 yrs 2 mo
AUM
₹78.11 Cr
₹1,022.92 Cr
Alpha – 1 Year
4.29%
42.80%
Alpha – 3 Years
3.05%
11.89%
Information Ratio – 3 Years
0.50
1.12
Volatility – 1 Year
23.53%
28.29%
Volatility – 3 Years
19.64%
20.76%
Beta – 1 Year
1.22
1.36
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
0.25
1.33
Sharpe Ratio – 3 Years
0.67
0.99
Worst Rolling Year
15.15%
-4.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−22.93%
−19.51%
Recovery Period
476 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
23.14%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
18.26
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%