Know Your PMS · Monthly tearsheet
Maxiom PMS - GEM - Active 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 Sep_20266 months filedBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
33.32%
Max drawdown
-3.16%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
15.0% / -3.2%
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 | – | – | – | 15.03% | 7.40% | 5.14% | -3.16% | 6.23% | -0.23% | – | – | – | 33.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2026 | Jul_2026 | Aug_2026 | 3.16% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.23% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
20.09%
Downside deviation
7.76%