Know Your PMS · Monthly tearsheet
Kotak Evolv Plus 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_202639 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 1
CAGR
8.87%
Total return
31.80%
Max drawdown
-9.03%
Sharpe
1.17
Sortino
0.96
Calmar
0.98
Win months
74.36%
Best / worst month
4.6% / -5.5%
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 | -0.31% | 1.24% | -5.48% | 4.63% | 0.58% | 1.02% | 0.87% | 0.94% | -3.14% | – | – | – | 0.02% |
2025 | -1.96% | -3.27% | 3.07% | 2.36% | 1.85% | 1.65% | -0.82% | -0.54% | 0.52% | 2.07% | 1.05% | 0.11% | 6.06% |
2024 | 2.03% | 2.14% | 0.69% | 1.91% | 1.27% | 3.70% | 2.83% | 1.25% | 1.66% | -3.78% | 0.06% | -0.37% | 14.02% |
2023 | – | – | – | – | – | – | 0.49% | 0.44% | 0.86% | -1.17% | 4.18% | 3.97% | 8.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 9.03% | 12 mo |
| Mar_2026 | Mar_2026 | Jun_2026 | 5.48% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.14% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.17% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.31% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
7.40%
Downside deviation
9.25%