BugleRock Core Value Strategy – Regular Option PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The BugleRock Core Value Strategy – Regular Option PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.1249.51 Cr.
Over the last 1 year, it delivered a strong return of -4.8%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.
BugleRock Core Value Strategy - Regular Option PMS Strategy or Investment Approach - PMS Details
Strategy Name
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3 Yr. Return
5 Yr. Return
BugleRock Core Value Strategy - Regular Option Portfolio Management Strategy - Portfolio Characteristics
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BugleRock Core Value Strategy - Regular Option PMS Strategy - Cost or Charges
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BugleRock Core Value Strategy - Regular Option PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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BugleRock Core Value Strategy - Regular Option Portfolio Strategy - Top 5 Sectors
Financial Services
Automobile and Auto Components
Fast Moving Consumer Goods
Capital Goods
Consumer Durables