BugleRock PMS or Portfolio Management Review 2025

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

BugleRock Portfolio Management Service Performance or Returns

1 Year

8.19%

Nifty 50 - 1 Year

10.74%

3 Year

18.88%

Nifty 50 - 3 Year

20.15%

5 Year

22.24%

Nifty 50 - 5 Year

11.52%

BugleRock PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

2% of Fund value

Variable Profit Sharing

15% (Profit sharing on positive alpha over benchmark)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

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