Know Your PMS · Monthly tearsheet
Kotak Evolv Liquid 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_202639 months filedBM: BenchmarkBM: NiftyMediumtoLongDurationDebtIndexBM: Nifty Medium to Long Duration Debt Index
CAGR
6.53%
Total return
22.84%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
0.8% / 0.2%
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 | 0.48% | 0.46% | 0.54% | 0.50% | 0.30% | 0.59% | 0.44% | 0.46% | 0.43% | – | – | – | 4.28% |
2025 | 0.63% | 0.44% | 0.57% | 0.57% | 0.42% | 0.51% | 0.46% | 0.43% | 0.37% | 0.49% | 0.46% | 0.53% | 6.04% |
2024 | 0.84% | 0.63% | 0.61% | 0.72% | 0.55% | 0.66% | 0.57% | 0.52% | 0.50% | 0.58% | 0.50% | 0.60% | 7.53% |
2023 | – | – | – | – | – | – | 0.23% | 0.70% | 0.69% | 0.61% | 0.44% | 0.60% | 3.31% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
39 mo
Longest loss streak
0 mo
Ann. volatility
0.40%
Downside deviation
0.00%