- Manager
- Maxiom Asset Management
- Service
- Discretionary
- Asset class
- Equity
Maxiom PMS - GEM - Active Momentum
+15.18%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Maxiom Asset Management’s Maxiom PMS - GEM - Active Momentum returned 15.18% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹5.56 crore across its clients.
Key numbers
- AUM
- ₹5.56 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 5.48×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −0.23% | −6.03% | +5.80% |
| 3 months | +2.61% | −4.91% | +7.52% |
| 6 months | +33.29% | +2.13% | +31.16% |
| 1 year | +15.18% | −7.09% | +22.27% |
| 2 years | +0.29% | −5.29% | +5.58% |
| 3 years | +6.09% | +6.06% | +0.03% |
| Since inception | +5.96% | +7.30% | −1.34% |
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
- Listed equity89.39%₹4.97 Cr
- Cash and other5.76%₹0.32 Cr
- Mutual funds5.04%₹0.28 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.12 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.12 Cr
- Net, FY to date
- ₹0.02 Cr
- Turnover, month
- 0.69×
- Turnover, past year
- 5.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Maxiom PMS - GEM - Active Momentum returned?
15.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.23%; 3 months: 2.61%; 6 months: 33.29%; 1 year: 15.18%; 2 years: 0.29%; 3 years: 6.09%; Since inception: 5.96%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 22.27 percentage points ahead.
How much does Maxiom PMS - GEM - Active Momentum manage?
₹5.56 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 - GEM - Active Momentum?
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.
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