Know Your PMS · Monthly tearsheet
Kotak Pharma and Healthcare 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 Feb_202635 months filedBM: Benchmark
CAGR
20.23%
Total return
71.15%
Max drawdown
-15.65%
Sharpe
1.17
Sortino
1.25
Calmar
1.29
Win months
68.57%
Best / worst month
11.4% / -8.4%
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 | -5.50% | 6.87% | – | – | – | – | – | – | – | – | – | – | 0.99% |
2025 | -8.38% | -7.91% | 7.06% | 0.74% | -0.23% | 4.01% | 2.45% | -1.81% | 1.21% | 4.55% | -3.54% | -5.66% | -8.53% |
2024 | 5.42% | 4.65% | 0.16% | -0.23% | 0.20% | 3.14% | 11.07% | 4.44% | 0.96% | -3.40% | 1.13% | 2.34% | 33.40% |
2023 | – | – | – | 3.73% | -0.39% | 8.00% | 10.27% | 0.93% | 1.47% | -4.16% | 11.39% | 3.23% | 38.88% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 15.65% | 12 mo |
| Nov_2025 | Jan_2026 | Ongoing | 14.00% | 4 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.16% | 1 mo |
| May_2023 | May_2023 | Jun_2023 | 0.39% | 1 mo |
| Apr_2024 | Apr_2024 | Jun_2024 | 0.23% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
16.79%
Downside deviation
16.18%