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

The Price Bridge Eternal-Long Life PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL & MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.32.51 Cr.

Over the last 1 year, it delivered a strong return of -9.65%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Price Bridge Eternal-Long Life PMS Strategy or Investment Approach - PMS Details

Strategy Name

Eternal-Long Life

Start Date

01 December 2023

Category

SMALL & MID CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.32.51 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Mahesh Gowande

1 Yr. Return

-9.65%

3 Yr. Return

NA

5 Yr. Return

NA

Price Bridge Eternal-Long Life Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

63

Top 5 Stocks%

25.15%

Top 5 Sectors%

63.49%

Portfolio Age

2 Yrs, 6 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Price Bridge Eternal-Long Life PMS Strategy - Cost or Charges

Fixed Fees

1.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Price Bridge Eternal-Long Life PMS Investment Approach - Portfolio Composition

Large Cap

5.52%

Mid Cap

29.64%

Small Cap

58.62%

Cash & Equivalent

6.22%

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Price Bridge Eternal-Long Life Portfolio Strategy - Top 5 Sectors

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