Know Your PMS · Monthly tearsheet
Maxiom PMS - EMERALD Diversified Mutual Funds
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 Mar_202616 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
-3.92%
Total return
-5.19%
Max drawdown
-11.47%
Sharpe
-0.21
Sortino
-0.20
Calmar
-0.34
Win months
62.50%
Best / worst month
3.7% / -9.5%
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 | 2.42% | -2.24% | -9.44% | – | – | – | – | – | – | – | – | – | -9.33% |
2025 | 0.09% | -2.78% | 3.73% | 2.44% | 1.48% | 1.83% | -9.54% | -1.26% | 2.11% | 3.67% | 1.38% | 2.39% | 4.87% |
2024 | – | – | – | – | – | – | – | – | – | – | – | -0.30% | -0.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 11.47% | 2 mo · open |
| Jul_2025 | Aug_2025 | Jan_2026 | 10.68% | 6 mo |
| Dec_2024 | Feb_2025 | Mar_2025 | 2.98% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
13.70%
Downside deviation
19.73%