Know Your PMS · Monthly tearsheet
Maxiom PMS - EMERALD-E Equity 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 Sep_20266 months filedBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
5.54%
Max drawdown
-5.04%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
7.8% / -4.5%
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 | – | – | – | 7.79% | -0.55% | 1.36% | 2.29% | -0.59% | -4.48% | – | – | – | 5.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 5.04% | 2 mo · open |
| May_2026 | May_2026 | Jun_2026 | 0.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
12.87%
Downside deviation
9.10%