Know Your PMS · Monthly tearsheet
PriceBridge Direct MF
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_202641 months filedBM: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
CAGR
15.62%
Total return
64.19%
Max drawdown
-17.07%
Sharpe
1.12
Sortino
0.96
Calmar
0.92
Win months
70.73%
Best / worst month
11.5% / -10.1%
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 | 1.30% | -0.64% | -10.11% | 11.52% | 1.21% | 0.45% | 1.86% | 0.90% | -4.15% | – | – | – | 1.05% |
2025 | -3.34% | -8.37% | 6.75% | 2.35% | 4.23% | 4.01% | -2.59% | -0.92% | 2.54% | 3.78% | 1.13% | 2.70% | 11.91% |
2024 | 2.80% | 1.43% | -0.32% | 4.06% | 0.95% | 6.52% | 4.37% | 1.30% | 1.73% | -5.08% | 0.12% | -1.47% | 17.13% |
2023 | – | – | – | – | 0.00% | 2.37% | 3.51% | 2.06% | 2.47% | -2.17% | 7.20% | 6.66% | 23.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 17.07% | 12 mo |
| Feb_2026 | Mar_2026 | May_2026 | 10.69% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.15% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.17% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.32% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
13.74%
Downside deviation
16.23%