BugleRock - Growth Opportunities Portfolio

What this strategy is

Stock investment endeavors to achieve consistent outperformance in the long term through diversified investment of 'Winners'. The 'Adaptive Investing' strategy applies a unique approach to deliver alpha by applying equal exposure to 'Core' and 'AlphaSense' factors. The objective is to deliver returns that are significantly above the benchmark index BSE 500 TR which will translate into long term value creation. ## Age: 3 Years 8 Months As On: 31 Jul 2026 ## Apurva Sharma Portfolio Manager - Public Markets Qualification: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 Flexicap Mutual Fund managing.over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, Anand Rathi, and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University. <!-- image --> <!-- image --> ## Performance Trend ## NAV Movement <!-- image --> Sector ## Absolute Rolling Returns (Timeframe - Since Inception) Rolling Window - 1 Year <!-- image --> <!-- image --> Absolute Rolling Returns (Timeframe - Since Inception) Rolling Window - 3 Year <!-- image --> Active Rolling Return - 1 Year <!-- image --> <!-- image --> ## Performance * These charts are based on the NAV provided by the AMC and are subject to change if the NAV is revised by the source. <!-- image --> <!-- image --> BugleRock - Growth Opportunities Portfolio S&P BSE 500 Total Return Index Risk & Volatility Measures - 1 Year Risk & Volatility Measures - 3 Year`s ## Sector Weights <!-- image --> Equity Market Cap <!-- image --> ## Investment Style <!-- image --> <!-- image --> ## DISCLAIMER & LIMITATION OF LIABILITY THE SERVICE/INFORMATION IS DERIVED FROM SELECTED PRIVATE AND PUBLIC SOURCES SUCH AS AMC FACTSHEETS/DISCLOSURES. 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