Know Your PMS · Monthly tearsheet
Maxiom PMS-EMERALD-NE Diversified Mutual Funds (Non-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
6.24%
Max drawdown
-9.46%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
10.2% / -6.8%
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 | 10.15% | -1.82% | -6.78% | – | – | – | – | – | -1.07% | – | – | – | -0.27% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 6.52% | 6.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Sep_2026 | Ongoing | 9.46% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
21.14%
Downside deviation
14.20%