Know Your PMS · Monthly tearsheet
Kotak FinTech 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
17.58%
Total return
60.36%
Max drawdown
-20.24%
Sharpe
1.07
Sortino
1.17
Calmar
0.87
Win months
62.86%
Best / worst month
10.0% / -9.2%
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 | 1.18% | -0.09% | – | – | – | – | – | – | – | – | – | – | 1.09% |
2025 | -2.37% | -7.41% | 0.42% | -0.64% | 6.88% | 3.28% | -9.19% | -4.06% | 1.73% | 9.97% | 7.77% | 5.15% | 9.97% |
2024 | 1.67% | 1.95% | -1.98% | -1.41% | -2.27% | 9.91% | 6.16% | 3.78% | -0.20% | -7.25% | 2.70% | -3.27% | 9.00% |
2023 | – | – | – | 2.50% | 5.80% | 3.64% | 1.48% | 1.40% | 1.84% | -3.04% | 7.59% | 7.71% | 32.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Aug_2025 | Dec_2025 | 20.24% | 15 mo |
| Mar_2024 | May_2024 | Jun_2024 | 5.56% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.04% | 1 mo |
| Feb_2026 | Feb_2026 | Ongoing | 0.09% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
16.16%
Downside deviation
15.05%