BugleRock
BugleRock · Portfolio Management Services
Core Value Concentrated is a PMS (Portfolio Management Services) strategy from BugleRock. It has returned -3.10% over 1 year, +8.60% over 3 years, +9.40% over 5 years, as reported by the fund manager. It manages about ₹133 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Core Value Concentrated has returned -5.70% (1 month), -1.70% (3 months), +12.00% (6 months), -3.10% (1 year), +8.60% (3 years), +9.40% (5 years), +12.50% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Core Value Concentrated is offered by BugleRock, a SEBI-registered portfolio manager.