Know Your PMS · Monthly tearsheet
Maxiom PMS - CATALYST - Special Situations
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 Jun_20269 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
-2.74%
Max drawdown
-15.53%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
16.67%
Best / worst month
7.5% / -10.0%
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 | -9.97% | -0.30% | -5.76% | 7.40% | -5.64% | 5.70% | – | – | – | – | – | – | -9.39% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 7.49% | -0.14% | 7.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.53% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
4 mo
Ann. volatility
20.25%
Downside deviation
19.87%