Know Your PMS · Monthly tearsheet
Kotak Evolv Equity 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_202630 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
0.59%
Total return
1.47%
Max drawdown
-19.47%
Sharpe
0.11
Sortino
0.03
Calmar
0.03
Win months
60.00%
Best / worst month
10.8% / -12.2%
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 | -2.92% | 2.04% | -12.19% | 10.80% | 0.91% | 1.59% | 1.34% | 0.84% | -6.83% | – | – | – | -5.93% |
2025 | -4.86% | -7.36% | 5.27% | 3.76% | 3.04% | 3.60% | -2.78% | -0.83% | -0.58% | 4.27% | 1.49% | -1.80% | 2.37% |
2024 | – | – | – | 0.45% | 1.47% | 4.83% | 4.36% | 1.35% | 2.04% | -6.88% | -0.30% | -1.58% | 5.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.47% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.55%
Downside deviation
18.53%