BugleRock -Special Situations Portfolio

EQUITY MID & SMALL CAP

The investment objective is to invest in a business with improving prospects resulting in a visible change in operating parameters but not yet fully reflected in the company’s P&L and balance sheet.

+15.14%

3Y annualised returns

+12.09%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Aug '22

Total AUM

₹78.11Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity87.5%

Cash12.5%

Equity market cap split

Small Cap84.5%

Mid Cap3.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

AS
Apurva Sharma
Fund Manager, PMS
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About

CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University Experience. Apurva comes with over 16+ years of experience in the finance industry. He has worked as a co-fund manager at Helios Asset Management for Flexi cap Mutual Fund managing over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, AnandRathi , and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.

HU
Himanshi Upadhyay
PMS Portfolio Manager
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About

Mr.Himanshu Upadhyay is the PMS Portfolio Manager at DHFL Pramerica Asset Managers Private Ltd. He is the portfolio manager for DHFL Pramerica PMS Phoenix Strategy. Himanshu is a B.Tech for NIT Hamirpur and PGDM (IIM Kozhikode). In his career spanning 11 years, Himanshu has extensive experience in Equity markets. His previous assignments have been with M3 Investment Managers Pvt. Ltd. and Max New York Life Insurance.

Experience

Over 11 years of experience in the financial industry.

Investment philosophy

Extensive experience in equity markets.

Previously worked at