Pricebridge Upswing Stocks
PriceBridge Upswing The All-Terrian SUV
Pricebridge Upswing Stocks
The perfect vehicle for Every Terrain
Upswing is your Steady and reliable all-terrain SUV, designed for Secure yet Adventurous Financial Journeys
Foundation
Built on Quality index Stocks
Flexibility
Diversified Portfolio with no exit load
Goal
Outperform Nifty 50 by 3-5%.
An absolute returns stocks strategy
Portfolio Performance as on 31 Oct 2025 :
Portfolio Performance – PriceBridge Upswing (Multicap)
| Period | Portfolio | NIFTY50(TRI) |
|---|---|---|
| 1 Month | 1.21 % | 4.62% |
| 3 Month | 1.07 % | 4.15 % |
| 6 Month | 7.89 % | 6.69 % |
| 1 Year | -1.56 % | 7.59 % |
| 2 Year | 13.40 % | 17.52 % |
| SI | 13.17% | 13.43% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Portfolio Ratio – PriceBridge Upswing (Multicap)
| Period | Portfolio | NIFTY50(TRI) |
|---|---|---|
| Downside Risk – Semi Deviation | 3.16 % | 2.36 % |
| Sharpe Ratio | 0.92 % | 1.16 % |
| CAPM Beta | 1.09 % | 1.00 % |
| Treynor | 12.23 % | 13.19 % |
| Jensen’s Alpha | -1.04 % | 0.00 % |
| M – Squared | 10.50 % | 13.19 % |
Universe
Nifty 100, Midcap 150, small cap 50 stocks
Method
Time weighted – Daily valuation method is used for rate of return calculation. Portfolio valuation is done on the date of any external cash flow with daily weighted cash flows. Periodic returns are geometrically linked. Total return includes realized and unrealized gains and income. Calculations are after deduction of transaction charges. Trade date accounting is used for calculations. Accrual accounting is used for fixed income securities. Market values of fixed income securities include accrued income. Accrual accounting is used for a dividend as of ex-dividend date.
- Screened on revenue growth and RoCE and consistency of the same over 1,4, 8 yrs time frames to pick chose established and consistently performing businesses
- A diversified portfolio of 25-40 stocks
- Non Model Portfolio approach based on PriceBridge proprietary risk reward quantitative models coupled with time cycles to give our clients a consistent experience
- ‘TimeMapTM’ leads us into insight of risk and rebalancing weights across time frames plays a crucial role in generating alpha over the buy and hold approach keeping the risk low
- Stock Universe abided by the market cap defined ie Nifty100, Midcap 150 and Smallcap 100 for Multicap or Mid & Small 400 Index Stocks
- Quantitatively screened for consistency in fundamentals
- Diversified portfolios(like Focused Funds of MF)
- Single Stock exposure capped at 5% at scheme level and 7% at client level
- Sector agnostic
USP
- Client centric portfolios using proprietary RMS & OMS
- Maintaining similar risk reward levels across all portfolios for similar returns experience
- Rebalancing at regular intervals based on heatmap of respective stocks
- Emphasis on maintaining portfolio safety
Need Help with Portfolio Management?
+91 82 6865 7777
info@pricebridge.in
ONBOARDING
Simple Onboarding. Clear Process.
Initial conversation about your goals
Identify the right strategy for you
Complete account setup
Start investing with reporting