Know Your PMS · Monthly tearsheet
Kotak Evolv Moderate 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: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 1
CAGR
10.50%
Total return
41.82%
Max drawdown
-9.19%
Sharpe
1.26
Sortino
1.02
Calmar
1.14
Win months
73.81%
Best / worst month
6.0% / -7.3%
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 | -0.60% | 1.62% | -7.26% | 6.01% | 0.87% | 0.69% | 1.01% | 1.03% | -3.96% | – | – | – | -1.15% |
2025 | -2.04% | -3.48% | 2.89% | 2.71% | 2.04% | 1.68% | -0.84% | -0.25% | 0.34% | 2.72% | 1.33% | 0.22% | 7.33% |
2024 | 2.11% | 2.09% | 0.64% | 1.88% | 1.32% | 3.33% | 2.76% | 1.39% | 1.34% | -2.93% | -0.15% | -0.91% | 13.47% |
2023 | – | – | – | 2.29% | 2.43% | 1.57% | 2.01% | 0.25% | 0.67% | -1.12% | 4.64% | 3.91% | 17.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 9.19% | 12 mo |
| Mar_2026 | Mar_2026 | Jul_2026 | 7.26% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.96% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.12% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
8.13%
Downside deviation
10.26%