Kotak Evolv Moderate Asset Allocation Investment Approach

Multi Asset

Kotak Mahindra Asset Management Company Ltd

1 Month

-3.96%

6 Months

+5.54%

1 Year

+3.15%

3 Years

+9.02%

5 Years

-

Since Inception

+8.70%

AUM

₹26 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.67%

Sharpe Ratio

0.59

Sortino Ratio

0.49

Max Drawdown

-9.19%

Beta

0.52

Alpha

+2.15%

Information Ratio

-0.15

Tracking Error

8.15%

Calmar Ratio

1.31

Up Capture

60.8%

Down Capture

32.8%

Win Rate

73.8%

Best Month

+6.01%

Worst Month

-7.26%