Strategy performance
Kotak Evolv Moderate Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Limited · AUM ₹47.7 Cr · as of Sep 2026
Our read
₹100 grew to ₹141.8 since inception (+10.5% CAGR), with a max drawdown of −9.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.0%
Since inception
+10.5%
Max drawdown
−9.2%
Volatility
+8.2%
Peer position
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Performance
Kotak Evolv Moderate Asset Allocation Investment Approach₹141.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.6% | +1.6% | −7.3% | +6.0% | +0.9% | +0.7% | +1.0% | +1.0% | −4.0% | −1.1% | |||
| 2025 | −2.0% | −3.5% | +2.9% | +2.7% | +2.0% | +1.7% | −0.8% | −0.3% | +0.3% | +2.7% | +1.3% | +0.2% | +7.3% |
| 2024 | +2.1% | +2.1% | +0.6% | +1.9% | +1.3% | +3.3% | +2.8% | +1.4% | +1.3% | −2.9% | −0.1% | −0.9% | +13.5% |
| 2023 | +2.3% | +2.4% | +1.6% | +2.0% | +0.3% | +0.7% | −1.1% | +4.6% | +3.9% | +17.8% |
Metrics
Tearsheet- 1M return
- −4.0%
- 3M return
- −2.0%
- 6M return
- +5.5%
- 1Y return
- +3.1%
- 2Y CAGR
- +0.9%
- 3Y CAGR
- +9.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.5%
- Total return
- +41.8%
- Average month
- +0.9%
- Median month
- +1.3%
- Average up month
- +1.9%
- Best month
- +6.0%
- Best rolling 12M
- +27.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Kotak Evolv Moderate Asset Allocation Investment Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Kotak Evolv Moderate Asset Allocation Investment Approach performed?
- Kotak Evolv Moderate Asset Allocation Investment Approach (Kotak Mahindra Asset Management Company Limited) shows CAGR 10.50% and max drawdown -9.19% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Kotak Evolv Moderate Asset Allocation Investment Approach CAGR / max drawdown?
- CAGR is 10.50%; max drawdown is -9.19%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Kotak Evolv Moderate Asset Allocation Investment Approach returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Kotak Evolv Moderate Asset Allocation Investment Approach?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more