Strategy performance
Kotak Small and Midcap Equity Investment Approach
Kotak Mahindra Asset Management Company Limited · AUM ₹38.8 Cr · as of Feb 2026
Our read
₹100 grew to ₹155.0 since inception (+16.2% CAGR), with a max drawdown of −26.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+16.2%
Max drawdown
−26.1%
Volatility
+16.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Kotak Small and Midcap Equity Investment Approach₹155.0Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.5% | +3.1% | +0.6% | ||||||||||
| 2025 | −8.3% | −11.3% | +4.6% | +1.8% | +7.6% | +4.9% | −2.7% | −1.0% | −1.4% | +3.2% | +0.8% | −0.7% | −4.1% |
| 2024 | +8.6% | −2.7% | −2.1% | +6.3% | +0.4% | +10.7% | +4.5% | −0.8% | −1.4% | −5.7% | +0.2% | −1.7% | +15.8% |
| 2023 | +3.5% | +6.9% | +3.1% | +5.9% | +4.0% | −1.5% | −1.1% | +6.1% | +7.0% | +38.9% |
Metrics
Tearsheet- 1M return
- +3.1%
- 3M return
- −0.2%
- 6M return
- +2.4%
- 1Y return
- +18.5%
- 2Y CAGR
- +2.8%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.2%
- Total return
- +55.0%
- Average month
- +1.4%
- Median month
- +0.8%
- Average up month
- +4.7%
- Best month
- +10.7%
- Best rolling 12M
- +48.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Kotak Small and Midcap Equity Investment Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Kotak Small and Midcap Equity Investment Approach performed?
- Kotak Small and Midcap Equity Investment Approach (Kotak Mahindra Asset Management Company Limited) shows CAGR 16.22% and max drawdown -26.10% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Kotak Small and Midcap Equity Investment Approach CAGR / max drawdown?
- CAGR is 16.22%; max drawdown is -26.10%. We only publish CAGR when there are enough months (≥12 on this track of 35 months). Learn more
- Where do Kotak Small and Midcap Equity Investment Approach returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Kotak Small and Midcap Equity Investment Approach?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more