Know Your PMS · Monthly tearsheet
Maxiom PMS-EMERALD-E Diversified Mutual Funds (Equity)
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_202611 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
-5.11%
Max drawdown
-12.40%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
45.45%
Best / worst month
3.6% / -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 | -2.51% | -0.50% | -9.46% | – | – | – | – | – | – | – | – | – | -12.17% |
2025 | – | – | – | – | 2.46% | 3.59% | -1.90% | -1.28% | 0.92% | 3.48% | 0.91% | -0.26% | 8.04% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 12.40% | 4 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.16% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
12.01%
Downside deviation
14.24%