Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.43%
4.64%
6 Months
12.26%
20.32%
1 Year
9.01%
29.93%
3 Years
15.14%
—
5 Years
—
—
Since Inception
25.86%
15.24%
Fund Age
4 yrs
1 yr 9 mo
AUM
₹78.11 Cr
₹3.17 Cr
Alpha – 1 Year
4.29%
25.21%
Alpha – 3 Years
3.05%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
23.53%
24.54%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
1.22
1.19
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.25
0.97
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
15.15%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.93%
−12.48%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 85%
L 28% · M 19% · S 50%
Number of Stocks
20
36
Portfolio P/E
18.26
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –