Strategy performance
Kotak Pharma and Healthcare Investment approach
Kotak Mahindra Asset Management Company Limited · AUM ₹13.3 Cr · as of Feb 2026
Our read
₹100 grew to ₹171.1 since inception (+20.2% CAGR), with a max drawdown of −15.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+20.2%
Max drawdown
−15.6%
Volatility
+17.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Kotak Pharma and Healthcare Investment approach₹171.1Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.5% | +6.9% | +1.0% | ||||||||||
| 2025 | −8.4% | −7.9% | +7.1% | +0.7% | −0.2% | +4.0% | +2.5% | −1.8% | +1.2% | +4.5% | −3.5% | −5.7% | −8.5% |
| 2024 | +5.4% | +4.7% | +0.2% | −0.2% | +0.2% | +3.1% | +11.1% | +4.4% | +1.0% | −3.4% | +1.1% | +2.3% | +33.4% |
| 2023 | +3.7% | −0.4% | +8.0% | +10.3% | +0.9% | +1.5% | −4.2% | +11.4% | +3.2% | +38.9% |
Metrics
Tearsheet- 1M return
- +6.9%
- 3M return
- −4.7%
- 6M return
- −2.8%
- 1Y return
- +9.5%
- 2Y CAGR
- +5.7%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +20.2%
- Total return
- +71.1%
- Average month
- +1.7%
- Median month
- +1.2%
- Average up month
- +4.1%
- Best month
- +11.4%
- Best rolling 12M
- +53.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 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 Pharma and Healthcare Investment approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Kotak Pharma and Healthcare Investment approach performed?
- Kotak Pharma and Healthcare Investment approach (Kotak Mahindra Asset Management Company Limited) shows CAGR 20.23% and max drawdown -15.65% 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 Pharma and Healthcare Investment approach CAGR / max drawdown?
- CAGR is 20.23%; max drawdown is -15.65%. We only publish CAGR when there are enough months (≥12 on this track of 35 months). Learn more
- Where do Kotak Pharma and Healthcare 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 Pharma and Healthcare 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