Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
3.29%
6 Months
12.26%
14.68%
1 Year
9.01%
11.65%
3 Years
15.14%
7.09%
5 Years
—
8.41%
Since Inception
25.86%
10.45%
Fund Age
4 yrs
10 yrs 5 mo
AUM
₹78.11 Cr
₹24.48 Cr
Alpha – 1 Year
4.29%
12.00%
Alpha – 3 Years
3.05%
−1.90%
Information Ratio – 3 Years
0.50
-0.12
Volatility – 1 Year
23.53%
20.48%
Volatility – 3 Years
19.64%
16.32%
Beta – 1 Year
1.22
1.11
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.25
0.36
Sharpe Ratio – 3 Years
0.67
0.15
Worst Rolling Year
15.15%
-5.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−22.93%
−24.00%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
23.14%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 41% · M 5% · S 35%
Number of Stocks
20
31
Portfolio P/E
18.26
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –