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_20264 months filed
CAGR
Needs 12 months
Total return
-4.92%
Max drawdown
-5.28%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
0.4% / -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 | – | – | – | – | – | – | – | – | – | – | – | 0.38% | 0.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 5.28% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
7.54%
Downside deviation
12.18%