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Price Bridge Top 100 Equity PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Price Bridge Top 100 Equity 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 Rs.15.04 Cr.

Over the last 1 year, it delivered a strong return of 0.05%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Price Bridge Top 100 Equity PMS Strategy or Investment Approach - PMS Details

Strategy Name

Top 100 Equity

Start Date

01 January 2024

Category

LARGE CAP

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.15.04 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Mahesh Gowande

1 Yr. Return

0.05%

3 Yr. Return

NA

5 Yr. Return

NA

Price Bridge Top 100 Equity Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

100

Top 5 Stocks%

22.14%

Top 5 Sectors%

67.99%

Portfolio Age

2 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Price Bridge Top 100 Equity PMS Strategy - Cost or Charges

Fixed Fees

0.5% 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 Top 100 Equity PMS Investment Approach - Portfolio Composition

Large Cap

82.21%

Mid Cap

9.60%

Small Cap

0.00%

Cash & Equivalent

8.19%

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