Know Your PMS · Monthly tearsheet
Maxiom PMS - GEM Quality-Momentum
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_202616 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
-16.62%
Total return
-21.52%
Max drawdown
-25.82%
Sharpe
-0.62
Sortino
-0.63
Calmar
-0.64
Win months
43.75%
Best / worst month
9.9% / -14.5%
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 | 0.01% | 2.54% | -8.58% | – | – | – | – | – | – | – | – | – | -6.25% |
2025 | -14.52% | -13.22% | 8.76% | 2.19% | 9.88% | 7.94% | -1.65% | -4.96% | -2.77% | -2.79% | -4.38% | -1.02% | -18.24% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 2.38% | 2.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 25.82% | 15 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
23.73%
Downside deviation
26.39%