Kotak Evolv Conservative Asset Allocation Investment Approach

Multi Asset

Kotak Mahindra Asset Management Company Ltd

1 Month

-2.73%

6 Months

+4.39%

1 Year

+4.51%

3 Years

+8.48%

5 Years

-

Since Inception

+8.69%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

5.73%

Sharpe Ratio

0.57

Sortino Ratio

0.49

Max Drawdown

-5.22%

Beta

0.34

Alpha

+1.38%

Information Ratio

-0.30

Tracking Error

10.29%

Calmar Ratio

1.97

Up Capture

45.2%

Down Capture

15.8%

Win Rate

76.2%

Best Month

+3.98%

Worst Month

-4.81%