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Accelt Long Term Equity Fund vs Kotak Pioneer Model Strategy Aggressive

Accelt Long Term Equity Fund

Kotak Pioneer Model Strategy Aggressive

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Growth of ₹1 Crore

Accelt Long Term Equity Fund

Kotak Pioneer Model Strategy Aggressive

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 4.7%

Accelt Long Term Equity Fund

33.6% • vol 20.9%

Kotak Pioneer Model Strategy Aggressive

14.9% • vol 16.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

11.32%

1.96%

6 Months

31.05%

−0.83%

1 Year

33.64%

14.95%

3 Years

—

5 Years

—

Since Inception

18.43%

15.45%

Fund Age

1 yr 11 mo

4 yrs 1 mo

AUM

₹12.55 Cr

₹67.74 Cr

Alpha – 1 Year

28.92%

8.24%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.30

Volatility – 1 Year

20.86%

16.48%

Volatility – 3 Years

—

12.47%

Beta – 1 Year

0.85

1.58

Beta – 3 Years

—

1.45

Sharpe Ratio – 1 Year

1.25

0.60

Sharpe Ratio – 3 Years

—

0.77

Worst Rolling Year

—

13.91%

Value at Worst Rolling Year

—

₹1.14 Cr

Deepest Drawdown

—

−14.92%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

16.42%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

HDFC Flexi Cap Fund - Direct (G) · 16.48%

Kotak Flexi Cap Fund - Direct (G) · 13.26%

Kotak Quant Fund - Direct (G) · 12.39%

HDFC Large & Mid Cap Fund - Direct (G) · 9.96%

Kotak Active Momentum Fund - Direct (G) · 9.47%

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

20% of profit, above 12%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 0% / 0%

1% / – / –

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