Strategy performance
Maxiom PMS - GEM Quality-Momentum
Jama Wealth Asset Management Private Limited · AUM ₹4.17 Cr · as of Mar 2026
Our read
₹100 grew to ₹78.5 since inception (−16.6% CAGR), behind its filed benchmark on the same window, with a max drawdown of −25.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−12.2% vs benchmark
Since inception
−16.6%
Max drawdown
−25.8%
Volatility
+24.5%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Maxiom PMS - GEM Quality-Momentum₹78.5Mar 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.0% | +2.5% | −8.6% | −6.2% | |||||||||
| 2025 | −14.5% | −13.2% | +8.8% | +2.2% | +9.9% | +7.9% | −1.6% | −5.0% | −2.8% | −2.8% | −4.4% | −1.0% | −18.2% |
| 2024 | +2.4% | +2.4% |
Metrics
Tearsheet- 1M return
- −8.6%
- 3M return
- −6.2%
- 6M return
- −13.7%
- 1Y return
- −5.0%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −16.6%
- Total return
- −21.5%
- Average month
- −1.3%
- Median month
- −1.3%
- Average up month
- +4.8%
- Best month
- +9.9%
- Best rolling 12M
- +13.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Maxiom PMS - GEM Quality-Momentum performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Maxiom PMS - GEM Quality-Momentum performed?
- Maxiom PMS - GEM Quality-Momentum (Jama Wealth Asset Management Private Limited) shows CAGR -16.62% and max drawdown -25.82% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Maxiom PMS - GEM Quality-Momentum CAGR / max drawdown?
- CAGR is -16.62%; max drawdown is -25.82%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do Maxiom PMS - GEM Quality-Momentum returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Maxiom PMS - GEM Quality-Momentum?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more