Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Kotak Pioneer Model Strategy Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
1.96%
6 Months
−2.30%
−0.83%
1 Year
1.68%
14.95%
3 Years
13.91%
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5 Years
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Since Inception
14.05%
15.45%
Fund Age
3 yrs 10 mo
4 yrs 1 mo
AUM
₹53.78 Cr
₹67.74 Cr
Alpha – 1 Year
−3.04%
8.24%
Alpha – 3 Years
1.82%
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Information Ratio – 3 Years
0.34
0.30
Volatility – 1 Year
15.80%
16.48%
Volatility – 3 Years
15.64%
12.47%
Beta – 1 Year
0.86
1.58
Beta – 3 Years
0.97
1.45
Sharpe Ratio – 1 Year
-0.15
0.60
Sharpe Ratio – 3 Years
0.71
0.77
Worst Rolling Year
15.78%
13.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.40%
−14.92%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
16.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
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Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –