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) |
|---|
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 11M | 79.59 | S&P BSE 500 TRI | 25.94% | 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 | 47.02% | -39.71% | 65.22% | 7.31% | 1.30 | 23.95% | -0.05 | 15.22% | 1.07 | 58.70 % |
| Nifty 500 | 43.81% | -40.73% | 3.08% | 1.28 | 12.04% | 1.02 | 58.70 % | |||
| Nifty Midcap 100 | 36.77% | -41.82% | -5.05% | 1.08 | 3.37% | 0.32 | 54.35 % | |||
| Nifty Smallcap 100 | 43.51% | -42.49% | 1.02% | 0.93 | 4.61% | 0.52 | 56.52 % | |||
| BSE 500 | 44.25% | -40.69% | 3.56% | 1.29 | 12.63% | 1.06 | 58.70 % | |||
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Disclaimer
#Returns as of 30th Jun 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 May 26.
