Know Your PMS · Monthly tearsheet
PriceBridge Upswing
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_202646 months filedBM: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
CAGR
11.10%
Total return
49.70%
Max drawdown
-24.07%
Sharpe
0.77
Sortino
0.66
Calmar
0.46
Win months
65.22%
Best / worst month
11.2% / -10.7%
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 | -0.52% | 1.89% | -9.48% | 11.17% | 1.40% | 1.48% | 0.67% | 1.77% | -5.08% | – | – | – | 2.07% |
2025 | -2.50% | -10.68% | 6.99% | 2.42% | 5.72% | 1.98% | -0.99% | -3.40% | 3.38% | 1.21% | 1.04% | 1.44% | 5.53% |
2024 | 1.08% | 0.10% | -0.92% | 5.59% | 3.60% | 5.44% | 6.91% | -1.34% | 0.63% | -8.17% | 0.27% | -4.63% | 7.78% |
2023 | -2.11% | -2.40% | -1.21% | 4.24% | 3.79% | 4.87% | 3.66% | 0.39% | 2.02% | -2.17% | 7.58% | 7.77% | 28.95% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 24.07% | 26 mo · open |
| Jan_2023 | Mar_2023 | May_2023 | 5.62% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.17% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.92% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.07%
Downside deviation
16.88%