Know Your PMS · Monthly tearsheet
Kotak Equity Portfolio Investment approach
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_202642 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
14.32%
Total return
59.75%
Max drawdown
-17.61%
Sharpe
0.93
Sortino
0.77
Calmar
0.81
Win months
69.05%
Best / worst month
9.3% / -11.9%
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 | -2.15% | 3.56% | -11.87% | 8.96% | -0.62% | 4.42% | 1.47% | 1.13% | -7.43% | – | – | – | -4.08% |
2025 | -2.38% | -8.59% | 6.93% | 2.64% | 2.02% | 4.60% | -3.72% | -1.75% | -0.34% | 3.29% | 2.39% | 0.93% | 5.17% |
2024 | 0.44% | 2.44% | 1.41% | 6.42% | 2.62% | 9.27% | 3.90% | 0.35% | -0.20% | -6.84% | 2.55% | -3.16% | 19.87% |
2023 | – | – | – | 3.90% | 3.49% | 4.87% | 4.70% | 0.89% | 1.47% | -4.05% | 7.09% | 6.38% | 32.11% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Aug_2026 | 17.61% | 23 mo |
| Sep_2026 | Sep_2026 | Ongoing | 7.43% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
15.61%
Downside deviation
18.50%