Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
12.26%
23.48%
1 Year
9.01%
38.68%
3 Years
15.14%
26.01%
5 Years
—
16.58%
Since Inception
25.86%
18.98%
Fund Age
4 yrs
16 yrs 6 mo
AUM
₹78.11 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.29%
33.96%
Alpha – 3 Years
3.05%
13.92%
Information Ratio – 3 Years
0.50
1.27
Volatility – 1 Year
23.53%
28.06%
Volatility – 3 Years
19.64%
20.41%
Beta – 1 Year
1.22
1.39
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.25
1.12
Sharpe Ratio – 3 Years
0.67
1.06
Worst Rolling Year
15.15%
-4.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−22.93%
−18.24%
Recovery Period
476 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
23.14%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
M 3% · S 85%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
18.26
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%