Know Your PMS · Monthly tearsheet
Kotak India Focus Portfolio Investment Approach Customised
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_202621 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
-7.83%
Total return
-13.30%
Max drawdown
-26.12%
Sharpe
-0.22
Sortino
-0.26
Calmar
-0.30
Win months
57.14%
Best / worst month
9.6% / -21.1%
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 | -5.24% | 4.71% | -9.52% | 9.59% | -1.18% | 2.70% | 5.52% | 1.37% | -7.67% | – | – | – | -1.39% |
2025 | -6.31% | -21.14% | 5.95% | 0.50% | 7.18% | 2.31% | -1.63% | 1.02% | -1.62% | 3.65% | 0.71% | -0.13% | -12.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 26.12% | 21 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
23.02%
Downside deviation
29.90%