Know Your PMS · Monthly tearsheet
Kotak Pioneer Model Strategy Investment Approach Aggressive
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_202642 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: Benchmark
CAGR
15.55%
Total return
65.85%
Max drawdown
-12.42%
Sharpe
1.25
Sortino
0.88
Calmar
1.25
Win months
76.19%
Best / worst month
8.1% / -12.2%
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 | 3.27% | 0.67% | -12.16% | 8.08% | 1.15% | 0.62% | 1.96% | 1.98% | -5.19% | – | – | – | -0.97% |
2025 | -1.96% | -5.24% | 6.48% | 3.38% | 2.34% | 3.23% | -1.28% | -0.44% | 3.08% | 3.50% | 2.05% | 3.54% | 19.70% |
2024 | 0.51% | 1.80% | 1.36% | 2.69% | 1.23% | 5.23% | 3.44% | 0.91% | 2.01% | -4.55% | 0.00% | -1.23% | 13.89% |
2023 | – | – | – | 2.91% | 3.00% | 2.88% | 2.83% | 0.03% | 1.22% | -2.12% | 4.69% | 5.59% | 22.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 12.42% | 8 mo |
| Mar_2026 | Mar_2026 | Aug_2026 | 12.16% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.19% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.12% | 1 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 1.71% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
12.03%
Downside deviation
17.69%