The investment objective of BugleRock Capital Special Situations Portfolio is to focus of this approach is to invest in small and mid-size companies that have high potential but are available below their intrinsic value.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| BugleRock Capital Pvt Ltd Special Situations Portfolio | Small & Mid Cap | Mr. Apurva Sharma | 01 August 2022 | 3Y 10M | 77.02 | S&P BSE 500 TRI | 25.30% | 18 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 19.64% | -15.27% | 65.91% | 4.37% | 0.88 | 17.17% | -0.25 | 12.17% | 0.90 | 56.82 % |
| Nifty 500 | 18.69% | -15.57% | 3.12% | 0.91 | 10.28% | 0.90 | 59.09 % | |||
| Nifty Midcap 100 | 11.87% | -16.41% | -4.54% | 0.87 | 2.73% | 0.26 | 54.55 % | |||
| Nifty Smallcap 100 | 21.40% | -16.54% | 4.86% | 0.77 | 5.16% | 0.57 | 56.82 % | |||
| BSE 500 | 19.04% | -15.56% | 3.48% | 0.92 | 10.79% | 0.94 | 59.09 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
