- Manager
- Maxiom Asset Management
- Service
- Discretionary
- Asset class
- Equity
Maxiom PMS - EMERALD-E Equity Funds
+1.34%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Maxiom Asset Management’s Maxiom PMS - EMERALD-E Equity Funds returned 1.34% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹11.26 crore across its clients.
Key numbers
- AUM
- ₹11.26 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.48% | −6.03% | +1.55% |
| 3 months | −2.02% | −4.91% | +2.89% |
| 6 months | +6.60% | +2.13% | +4.47% |
| 1 year | +1.34% | −7.09% | +8.43% |
| Since inception | +3.59% | −3.73% | +7.32% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds79.22%₹8.92 Cr
- Cash and other20.87%₹2.35 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.43 Cr
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- ₹1.33 Cr
- Net, FY to date
- ₹1.56 Cr
- Turnover, month
- 0.25×
- Turnover, past year
- 0.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Maxiom PMS - EMERALD-E Equity Funds returned?
1.34% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.48%; 3 months: −2.02%; 6 months: 6.60%; 1 year: 1.34%; Since inception: 3.59%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 8.43 percentage points ahead.
How much does Maxiom PMS - EMERALD-E Equity Funds manage?
₹11.26 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Maxiom PMS - EMERALD-E Equity Funds?
Maxiom Asset Management, a SEBI-registered portfolio manager (INP000007881), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app