Know Your PMS · Monthly tearsheet
Kotak Pioneer Model Strategy Investment Approach Conservative
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_202610 months filedBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1BM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
14.66%
Max drawdown
-7.83%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
10.0% / -7.3%
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 | 10.00% | -0.62% | -7.25% | 3.01% | 0.88% | -0.29% | 0.76% | 1.69% | -1.83% | – | – | – | 5.68% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 8.50% | 8.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 7.83% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
16.24%
Downside deviation
13.01%