Know Your PMS · Monthly tearsheet
Kotak Small and Midcap Equity 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 Feb_202635 months filedBM: Benchmark
CAGR
16.22%
Total return
55.04%
Max drawdown
-26.10%
Sharpe
0.99
Sortino
1.11
Calmar
0.62
Win months
57.14%
Best / worst month
10.7% / -11.3%
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 | -2.50% | 3.14% | – | – | – | – | – | – | – | – | – | – | 0.56% |
2025 | -8.30% | -11.32% | 4.59% | 1.81% | 7.61% | 4.93% | -2.67% | -1.04% | -1.41% | 3.17% | 0.79% | -0.71% | -4.14% |
2024 | 8.55% | -2.72% | -2.12% | 6.26% | 0.37% | 10.70% | 4.45% | -0.76% | -1.37% | -5.73% | 0.23% | -1.74% | 15.83% |
2023 | – | – | – | 3.55% | 6.86% | 3.10% | 5.91% | 3.97% | -1.54% | -1.07% | 6.08% | 6.97% | 38.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 26.10% | 19 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.78% | 2 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.59% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
16.37%
Downside deviation
14.63%