Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Kotak Pioneer Model Strategy Moderate
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.38%
6 Months
3.88%
−0.96%
1 Year
−7.98%
13.47%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
13.04%
Fund Age
5 yrs 3 mo
4 yrs 1 mo
AUM
₹106.37 Cr
₹8.03 Cr
Alpha – 1 Year
−10.96%
6.76%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
0.20
Volatility – 1 Year
16.00%
13.65%
Volatility – 3 Years
17.59%
9.67%
Beta – 1 Year
0.79
1.23
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
0.60
Sharpe Ratio – 3 Years
0.42
0.77
Worst Rolling Year
—
11.57%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−12.95%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –