Know Your PMS · Monthly tearsheet
Kotak Evolv Conservative 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_202610 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1
CAGR
Needs 12 months
Total return
1.24%
Max drawdown
-4.81%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
87.50%
Best / worst month
4.0% / -4.8%
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 | 0.20% | 1.14% | -4.81% | 3.98% | 0.71% | 0.54% | 0.94% | 0.97% | -2.73% | – | – | – | 0.69% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.55% | 0.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 4.81% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.73% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
7.78%
Downside deviation
13.55%