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Special Situations Portfolio

Buglerock Capital Private Limited

80.68 CR AUM

Special Situations Portfolio

Special Situations Portfolio

Buglerock Capital Private Limited

80.68 CR AUM

BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

apurva sharma

Fund Manager
EQUITYStrategies

CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University Experience. Apurva comes with over 16+ years of experience in the finance industry. He has worked as a co-fund manager at Helios Asset Management for Flexi cap Mutual Fund managing over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, AnandRathi, and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.

CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University Experience. Apurva comes with over 16+ years of experience in the finance industry. He has worked as a co-fund manager at Helios Asset Management for Flexi cap Mutual Fund managing over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, AnandRathi, and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.
Fund manager

himanshu upadhyay

Fund Manager
EQUITYStrategies

Himanshu Upadhyay, based in Maharashtra, India, is currently a Portfolio Manager at BugleRock Capital (formerly o3 Securities). Himanshu Upadhyay brings experience from previous roles at DHFL Pramerica Asset Managers Pvt. Ltd. M3 investment Pvt Ltd and Max New York Life Insurance Co. Ltd. Himanshu Upadhyay holds a 2005 - 2007 PGDM in Finance @ Indian Institute of Management, Kozhikode.

Himanshu Upadhyay, based in Maharashtra, India, is currently a Portfolio Manager at BugleRock Capital (formerly o3 Securities). Himanshu Upadhyay brings experience from previous roles at DHFL Pramerica Asset Managers Pvt. Ltd. M3 investment Pvt Ltd and Max New York Life Insurance Co. Ltd. Himanshu Upadhyay holds a 2005 - 2007 PGDM in Finance @ Indian Institute of Management, Kozhikode.
1OF2

Purpose

A predominantly small cap portfolio of companies where there is visible business turnaround and having high growth potential.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
18.44%
1M benchmark return
10.38%
Alpha
8.06%
1M Wealth multiple
1.18x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
18.44%
1M benchmark return
10.38%
Alpha
8.06%
1M Wealth multiple
1.18x

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