Know Your PMS · Monthly tearsheet
Kotak Evolv Aggressive Asset Allocation 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: NIFTYMULTIASSETBM: NSE Multi Asset Index 1
CAGR
11.79%
Total return
47.71%
Max drawdown
-16.03%
Sharpe
0.95
Sortino
0.75
Calmar
0.74
Win months
71.43%
Best / worst month
9.3% / -10.8%
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 | -1.55% | 1.76% | -10.82% | 9.28% | 1.13% | 0.88% | 1.31% | 1.22% | -6.33% | – | – | – | -4.32% |
2025 | -3.88% | -5.90% | 4.14% | 3.46% | 2.81% | 2.98% | -1.90% | -0.34% | 0.05% | 3.73% | 1.61% | -0.34% | 6.01% |
2024 | 2.65% | 2.58% | 0.68% | 2.65% | 1.55% | 4.84% | 3.86% | 1.54% | 1.84% | -5.31% | -0.42% | -1.54% | 15.52% |
2023 | – | – | – | 2.88% | 3.51% | 2.48% | 2.89% | 0.24% | 1.11% | -2.09% | 6.88% | 5.85% | 26.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 16.03% | 22 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.33% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.09% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
12.52%
Downside deviation
15.76%