Know Your PMS · Monthly tearsheet
Kotak India Focus Portfolio 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_202620 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
6.08%
Total return
10.34%
Max drawdown
-11.77%
Sharpe
0.42
Sortino
0.29
Calmar
0.52
Win months
65.00%
Best / worst month
9.6% / -11.8%
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 | -3.04% | 5.67% | -11.77% | 9.61% | -1.08% | 2.89% | 1.23% | 2.41% | -6.66% | – | – | – | -2.41% |
2025 | – | -7.46% | 6.50% | 2.14% | 4.49% | 3.64% | -2.29% | -1.82% | 1.17% | 4.10% | 2.48% | 0.18% | 13.07% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 11.77% | 5 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 7.46% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.66% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.07% | 3 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 3.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
17.23%
Downside deviation
21.01%