Know Your PMS · Monthly tearsheet
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
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 Mar_202612 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
2.76%
Total return
2.76%
Max drawdown
-5.28%
Sharpe
0.41
Sortino
0.32
Calmar
0.52
Win months
66.67%
Best / worst month
4.2% / -4.9%
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 | -0.78% | 0.39% | -4.91% | – | – | – | – | – | – | – | – | – | -5.28% |
2025 | – | – | – | 4.21% | 0.42% | 0.61% | -0.55% | -0.35% | 0.78% | 1.90% | 0.87% | 0.38% | 8.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 5.28% | 3 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 0.90% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
6.92%
Downside deviation
8.68%