- Manager
- Buglerock Capital
- Service
- Discretionary
- Asset class
- Equity
Core Value Concentrated
−3.12%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Buglerock Capital’s Core Value Concentrated returned −3.12% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹133 crore across its clients.
Key numbers
- AUM
- ₹133 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.24×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.73% | −5.57% | −0.16% |
| 3 months | −1.67% | −3.59% | +1.92% |
| 6 months | +11.97% | +8.07% | +3.90% |
| 1 year | −3.12% | −2.33% | −0.79% |
| 2 years | −3.08% | −3.93% | +0.85% |
| 3 years | +8.62% | +9.20% | −0.58% |
| 4 years | +11.43% | +11.22% | +0.21% |
| 5 years | +9.43% | +8.91% | +0.52% |
| Since inception | +12.46% | +12.89% | −0.43% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.26%₹127 Cr
- Cash and other3.44%₹4.59 Cr
- Mutual funds1.29%₹1.72 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹7.38 Cr
- Net, Sep 2026
- −₹7.38 Cr
- Net, FY to date
- −₹24.39 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.24×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Core Value Concentrated returned?
−3.12% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.73%; 3 months: −1.67%; 6 months: 11.97%; 1 year: −3.12%; 2 years: −3.08%; 3 years: 8.62%; 4 years: 11.43%; 5 years: 9.43%; Since inception: 12.46%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.79 percentage points behind.
How much does Core Value Concentrated manage?
₹133 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Core Value Concentrated?
Buglerock Capital, a SEBI-registered portfolio manager (INP000005430), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app