Know Your PMS · Monthly tearsheet

Kotak Evolv Liquid 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_202639 months filedBM: BenchmarkBM: NiftyMediumtoLongDurationDebtIndexBM: Nifty Medium to Long Duration Debt Index
Strategy page
CAGR
6.53%
Total return
22.84%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
0.8% / 0.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.48%0.46%0.54%0.50%0.30%0.59%0.44%0.46%0.43%–––4.28%
2025
0.63%0.44%0.57%0.57%0.42%0.51%0.46%0.43%0.37%0.49%0.46%0.53%6.04%
2024
0.84%0.63%0.61%0.72%0.55%0.66%0.57%0.52%0.50%0.58%0.50%0.60%7.53%
2023
––––––0.23%0.70%0.69%0.61%0.44%0.60%3.31%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
39 mo
Longest loss streak
0 mo
Ann. volatility
0.40%
Downside deviation
0.00%