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Price Bridge Direct MF PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Price Bridge Direct MF PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mutual Fund investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.17.20 Cr.

Over the last 1 year, it delivered a strong return of 13.29%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Price Bridge Direct MF PMS Strategy or Investment Approach - PMS Details

Strategy Name

Direct MF

Start Date

04 May 2023

Category

Mutual Fund

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.17.20 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Mahesh Gowande

1 Yr. Return

13.29%

3 Yr. Return

17.86%

5 Yr. Return

NA

Price Bridge Direct MF Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

31

Top 5 Stocks%

56.28%

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 1 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Price Bridge Direct MF PMS Strategy - Cost or Charges

Fixed Fees

1.35% of Fund Value

Variable AMC

0.65% of Fund Value

Variable Profit Sharing

14% (Profit sharing above 14%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Price Bridge Direct MF PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Cash & Equivalent

100.00%

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Price Bridge Direct MF Portfolio Strategy - Top 5 Sectors

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