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Pricebridge Upswing
(Flexi Cap Stock Strategy)

PriceBridge Upswing The All-Terrian SUV

Pricebridge Upswing

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 Dec 2025 :

Portfolio Performance – PriceBridge Upswing (Flexicap Stock Strategy)

Period PortfolioNIFTY50(TRI)
1 Month1.44 %-0.28%
3 Month3.73 %6.33 %
6 Month2.57 %2.92 %
1 Year5.53 %11.88 %
2 Year6.63 %10.97 %
3 Year13.64 %14.32 %
Since Inception Date
12/12/2022		13.32%13.25%

Returns over 3 year period are annualized.

Returns are adjusted for inflows/outflows.

Portfolio Ratio – PriceBridge Upswing (Flexicap Stock Strategy)

Period PortfolioNIFTY50(TRI)
Downside Risk – Semi Deviation3.09 %2.30 %
Sharpe Ratio1.12 %1.17 %
CAPM Beta1.09 %1.00 %
Treynor14.63 %13.01 %
Jensen’s Alpha1.77 %0.00 %
M – Squared12.50 %13.01 %

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
  • 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 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

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Call

+91 82 6865 7777

Email

info@pricebridge.in

ONBOARDING

Simple Onboarding. Clear Process.

TimeMap™ guides our understanding of risk across multiple time cycles. Rebalancing weights across different time frames plays a crucial role in generating alpha over a pure buy-and-hold approach.
Discovery Call

Initial conversation about your goals

Strategy Fitment

Identify the right strategy for you

Documentation

Complete account setup

Deployment

Start investing with reporting

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