Know Your PMS · Monthly tearsheet
PriceBridge Samvruddhi
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_202617 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
7.37%
Total return
10.60%
Max drawdown
-15.48%
Sharpe
0.41
Sortino
0.45
Calmar
0.48
Win months
52.94%
Best / worst month
22.9% / -9.8%
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 | -4.26% | 2.74% | -9.77% | 22.91% | 0.33% | -1.67% | 2.26% | 4.24% | 0.38% | – | – | – | 15.15% |
2025 | – | – | – | – | 0.00% | 0.86% | -2.97% | -4.83% | 2.98% | 3.06% | -2.00% | -0.85% | -3.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Apr_2026 | 15.48% | 9 mo |
| Jun_2026 | Jun_2026 | Jul_2026 | 1.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
22.50%
Downside deviation
16.21%