Manager
Maxiom Asset Management
Service
Discretionary
Asset class
Equity

Maxiom PMS - JEWEL - Flexi Cap

+1.55%

1-year return

Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026

Maxiom Asset Management’s Maxiom PMS - JEWEL - Flexi Cap returned 1.55% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹64.93 crore across its clients.

Key numbers

AUM
₹64.93 Cr
Benchmark
NIFTY 50 TRI
Turnover, past year
1.02×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Maxiom PMS - JEWEL - Flexi Cap returns against the NIFTY 50 TRI
PeriodThis strategyNIFTY 50 TRIDifference
1 month−6.47%−6.03%−0.44%
3 months−2.17%−4.91%+2.74%
6 months+15.23%+2.13%+13.10%
1 year+1.55%−7.09%+8.64%
2 years−3.25%−5.29%+2.04%
3 years+5.78%+6.06%−0.28%
Since inception+5.89%+7.30%−1.41%

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 equity95.21%
  • Mutual funds2.57%
  • Cash and other2.22%

Flows and turnover

Inflow, Sep 2026
₹1.58 Cr
Outflow, Sep 2026
₹0.49 Cr
Net, Sep 2026
₹1.09 Cr
Net, FY to date
₹2.03 Cr
Turnover, month
0.07×
Turnover, past year
1.02×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Maxiom PMS - JEWEL - Flexi Cap returned?

1.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.47%; 3 months: −2.17%; 6 months: 15.23%; 1 year: 1.55%; 2 years: −3.25%; 3 years: 5.78%; Since inception: 5.89%.

How has it done against its benchmark?

Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 8.64 percentage points ahead.

How much does Maxiom PMS - JEWEL - Flexi Cap manage?

₹64.93 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 - JEWEL - Flexi Cap?

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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