Know Your PMS · Monthly tearsheet
MAXIMAL INCOME FUND
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_202652 months filedBM: Nifty Medium to Long Duration Debt IndexBM: BenchmarkName1BM: BenchmarkBM: NiftyMediumtoLongDurationDebtIndex
CAGR
18.67%
Total return
109.93%
Max drawdown
-4.58%
Sharpe
2.05
Sortino
2.53
Calmar
4.08
Win months
73.08%
Best / worst month
8.7% / -4.6%
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 | 0.29% | 3.52% | -3.56% | 3.36% | 1.06% | 2.72% | 2.22% | 1.24% | -1.96% | – | – | – | 9.00% |
2025 | 2.49% | -1.33% | -1.24% | 3.25% | 3.47% | 2.11% | 4.55% | 2.13% | 3.94% | 2.06% | 0.44% | -0.76% | 23.01% |
2024 | 8.71% | -2.26% | 0.03% | 3.28% | 0.81% | 1.24% | 6.24% | -1.09% | 2.82% | 2.37% | -0.69% | -2.43% | 20.07% |
2023 | 2.93% | -4.58% | 2.42% | 4.29% | 0.12% | 2.66% | 4.12% | 3.38% | 2.82% | -1.52% | 2.76% | 2.86% | 24.22% |
2022 | – | – | – | – | – | 0.00% | 2.60% | 1.87% | -0.90% | 1.04% | -1.34% | 1.67% | 4.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2023 | Feb_2023 | Apr_2023 | 4.58% | 2 mo |
| Mar_2026 | Mar_2026 | May_2026 | 3.56% | 2 mo |
| Nov_2024 | Mar_2025 | May_2025 | 3.23% | 6 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 2.26% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.96% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
2 mo
Ann. volatility
8.48%
Downside deviation
7.38%