Know Your PMS · Monthly tearsheet
Kotak Pioneer Model Strategy Investment Approach Moderate
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: NSE Multi Asset Index 1BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
13.31%
Total return
54.88%
Max drawdown
-9.84%
Sharpe
1.38
Sortino
1.10
Calmar
1.35
Win months
73.81%
Best / worst month
6.3% / -9.8%
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 | 3.96% | 0.61% | -9.84% | 6.26% | 1.12% | 0.23% | 1.38% | 2.06% | -3.81% | – | – | – | 1.08% |
2025 | -0.86% | -3.29% | 5.30% | 3.22% | 1.58% | 1.90% | -0.82% | -0.81% | 2.78% | 2.72% | 1.67% | 3.51% | 17.90% |
2024 | 0.55% | 1.41% | 1.22% | 1.71% | 1.30% | 3.71% | 2.09% | 0.95% | 2.01% | -2.88% | -0.02% | -0.77% | 11.72% |
2023 | – | – | – | 2.54% | 2.28% | 1.84% | 2.09% | -0.29% | 0.93% | -1.42% | 3.15% | 4.25% | 16.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 9.84% | 5 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 7.62% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.81% | 1 mo · open |
| Jul_2025 | Aug_2025 | Sep_2025 | 1.62% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
9.31%
Downside deviation
12.15%