Pricebridge Eternal-Long Life
(Mid & Small Stock Strategy)
PriceBridge Eternal-Long Life-The Fuel That Keeps You Going
Pricebridge Eternal-Long Life Stocks
Never Run Out of Growth Potential
Eternal-Long Life ensures your portfolio has the fuel to keep growing steadily
Focus
Mid-cap and small-cap stocks with long-term growth potential
Performance
Delivered 30% returns in 2024, despite market volatility
Resilience
Built for adaptability and success in uncharted territories
Sector agnostic strategy
Portfolio Performance as of 31 Jan 2026 :
Portfolio Performance – PriceBridge Eternal-Long Life (Small & Midcap Stock Strategy)
| Period | Portfolio | S&P BSE 500 (TRI) | NIFTY 50 (TRI) |
|---|---|---|---|
| 1 Month | -3.62% | -3.34 % | -3.04% |
| 3 Month | -5.25% | -2.64 % | -1.45% |
| 6 Month | -6.09 % | 0.98 % | 2.64 % |
| 1 Year | 1.97 % | 7.74% | 8.97 % |
| 2 Year | 6.59 % | 8.72 % | 9.27 % |
| Since inception date 01/12/2023 | 8.80 % | 12.91 % | 12.41 % |
Returns over 2 year period are annualized.
Returns are adjusted for inflows/outflows.
Portfolio Ratio – PriceBridge Eternal-Long Life (Small & Midcap Stock Strategy)
| Period | Portfolio | BSE 500 (TRI) |
|---|---|---|
| Downside Risk – Semi Deviation | 3.80 % | 2.82 % |
| Sharpe Ratio | 0.55 % | 0.99 % |
| CAPM Beta | 1.16 % | 1.00 % |
| Treynor | 8.77 % | 13.10 % |
| Jensen’s Alpha | -5.02 % | 0.00 % |
| M – Squared | 7.28 % | 13.10 % |
Universe
Nifty 100, Midcap 150, Small cap 100 Stocks
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.
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
Process
- Stock Universe abided by the market cap defined ie 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
Book A 15 min Discovery Call
+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