Affluense AI AFFLUENSE

Special Situations Portfolio

BugleRock Capital Pvt Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 August 2022
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment strategy operates independently of broad market indices, prioritizing companies with robust earnings expansion and a strong competitive standing. We adopt a philosophy centered on identifying and investing in companies undergoing a turnaround, presenting a substantial diversification benefit for client portfolios.

Investment Objective

The investment strategy aims to identify companies demonstrating a positive trajectory in their operational performance, which is anticipated to lead to a tangible improvement in financial statements. This upward trend in fundamentals is expected to precede a complete assimilation into the company's profit and loss accounts and balance sheets.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.63% -0.24% -1.39%
3 MONTHS -3.31% 5.02% -8.33%
6 MONTHS -5.10% 1.63% -6.73%
1 YEAR -3.95% 7.63% -11.58%
2 YEAR 10.37% 11.64% -1.27%
3 YEAR 24.58% 16.40% 8.18%
SINCE INCEPTION 27.63% 16.15% 11.48%

Calendar Year Performance

Year Return
CY 2025 -3.95%
CY 2024 26.84%
CY 2023 58.72%

Financial Year Performance

Year Return
FY 26_YTD 14.13%
FY 25 -2.51%
FY 24 71.24%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Apurva Sharma

Fund Manager

Apurva is a seasoned finance professional with over 16 years of experience. He holds the CFA designation and has an MBA in Finance from Welingkars, alongside a Bachelor of Engineering in Information Technology from Mumbai University. His prior role involved serving as a Co-Fund Manager at Helios Asset Management, where he oversaw a Flexi Cap Mutual Fund with an Assets Under Management exceeding ₹1000 crore. Apurva's professional journey also includes valuable experience at notable institutions such as PGIM India AMC, Edelweiss, ICICI Group, AnandRathi, and Centrum Wealth Managers.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
4.00%
Small Cap
78.25%
Cash & Equivalent
17.75%

Top 5 Holdings

  • Cash & Cash Equivalents 17.75%
  • Wonderla Holidays Limited 5.50%
  • Great Eastern Shipping Co. Ltd. 5.50%
  • Ashiana Housing Limited 5.50%
  • Vascon Engineers Limited 5.00%

Top 5 Sectors

  • Realty 19.75%
  • Financial Services 12.50%
  • Consumer Services 9.50%
  • Services 5.50%
  • Information Technology 5.00%

Portfolio Characteristics

total number of stocks
19
top 5 stocks percent
39.25%
top 5 sectors percent
52.25%
average market cap
7161.50
portfolio age
3 Yrs, 4 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 2%

Hurdle: %

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)