Know Your PMS · Monthly tearsheet
Price Bridge-Total Market India PMS
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202626 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-4.28%
Total return
-9.05%
Max drawdown
-16.29%
Sharpe
-0.26
Sortino
-0.26
Calmar
-0.26
Win months
53.85%
Best / worst month
8.9% / -10.8%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.59% | 0.07% | -10.84% | 8.90% | 0.03% | 1.06% | 2.20% | 0.52% | -5.64% | – | – | – | -7.25% |
2025 | -1.69% | -5.69% | 4.71% | 2.39% | 1.36% | 2.87% | -2.28% | -1.14% | 0.41% | 3.97% | 1.13% | -0.51% | 5.17% |
2024 | – | – | – | – | – | – | – | 0.00% | 1.81% | -6.21% | -0.74% | -1.63% | -6.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 16.29% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
13.27%
Downside deviation
16.17%