Portfolio Management Services (PMS)Compare Schemes
BugleRock -Special Situations Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
BugleRock -Special Situations Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.43%
2.21%
6 Months
12.26%
21.04%
1 Year
9.01%
21.34%
3 Years
15.14%
19.08%
5 Years
—
23.67%
Since Inception
25.86%
—
Fund Age
4 yrs
6 yrs 4 mo
AUM
₹78.11 Cr
₹364.08 Cr
Alpha – 1 Year
4.29%
21.69%
Alpha – 3 Years
3.05%
10.08%
Information Ratio – 3 Years
0.50
0.52
Volatility – 1 Year
23.53%
32.28%
Volatility – 3 Years
19.64%
28.08%
Beta – 1 Year
1.22
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
0.25
0.58
Sharpe Ratio – 3 Years
0.67
0.57
Worst Rolling Year
15.15%
15.61%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−22.93%
−31.98%
Recovery Period
476 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.14%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 3% · S 85%
L 90% · M 10%
Number of Stocks
20
—
Portfolio P/E
18.26
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%