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 Sep_20265 months filed
CAGR
Needs 12 months
Total return
-16.33%
Max drawdown
-16.33%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
0.00%
Best / worst month
-0.3% / -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% | – | – | – | – | – | -4.48% | – | – | – | -16.11% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.26% | -0.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Sep_2026 | Ongoing | 16.33% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
0 mo
Longest loss streak
5 mo
Ann. volatility
11.69%
Downside deviation
16.70%