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PMS
Thematic · Portfolio Management Services
PriceBridge Upswing is a PMS (Portfolio Management Services) strategy, in the thematic category. It has returned +5.90% over 1 year, +9.60% over 3 years, as reported by the fund manager. It manages about ₹208 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
PriceBridge Upswing has returned -5.10% (1 month), -2.80% (3 months), +11.20% (6 months), +5.90% (1 year), +9.60% (3 years), +11.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.