BugleRock PMS or Portfolio Management – Returns, Charges, Support & more
BugleRock PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, BugleRock Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.4595.21 Cr. |
| Avg. 1 Year Return | 8.19% |
| Active Clients | 492 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 1 Year |
BugleRock PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
BugleRock Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
BugleRock PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by BugleRock Portfolio Management Services
Check out various strategies or Investment approaches provided by BugleRock Portfolio Managers.
| Strategy Name | Core Value Strategy – Concentrated Option | Core Value Strategy – Regular Option | Special Situations Portfolio | Growth Opportunities Portfolio |
| Start Date | 15-Apr-19 | 14-May-19 | 1-Aug-22 | 16-Nov-22 |
| Category | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP | SMALL & MID CAP | THEMATIC |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | 1274.75 | 1274.75 | Not Disclosed | Not Disclosed |
| No. of Stocks | 16 | 26 | 19 | NA |
| 1 Yr. Return | 10.32% | 6.39% | 9.31% | 6.74% |
| 3 Yr. Return | 18.01% | 19.75% | NA | NA |
| 5 Yr. Return | 21.63% | 22.84% | NA | NA |
| Fund Manager | Mr. E A Sundaram | Mr. E A Sundaram | Mr. Himanshu Upadhyay | Mr. Apurva Sharma |
Top Fund Managers of BugleRock PMS
#1
#2
#3
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Investment Facilities provide by BugleRock Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
BugleRock Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
BugleRock PMS Dashboard Link
Web Platform
BugleRock PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
BugleRock Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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BugleRock PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with BugleRock Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof