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

The Old Bridge Prestige Fund PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 26.34%, outperforming many peers. Its performance is benchmarked against the Nifty 50, ensuring broad market comparison.

Old Bridge Prestige Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

Prestige Fund

Start Date

15 November 2019

Category

Large Cap

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sanjay Dam

1 Yr. Return

26.34%

3 Yr. Return

22.75%

5 Yr. Return

17.90%

Old Bridge Prestige Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

50.66%

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Old Bridge Prestige Fund PMS Strategy - Cost or Charges

Fixed Fees

2.25% of Fund Value

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Old Bridge Prestige Fund PMS Investment Approach - Portfolio Composition

Large Cap

100.00%

Mid Cap

0.00%

Small Cap

0.00%

Cash & Equivalent

0.00%

Check out Business Opportunities with Similar Brands

Old Bridge Prestige Fund Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

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