Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Kotak Pioneer Model Strategy Moderate
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%
1.38%
6 Months
−2.30%
−0.96%
1 Year
1.68%
13.47%
3 Years
13.91%
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5 Years
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Since Inception
14.05%
13.04%
Fund Age
3 yrs 10 mo
4 yrs 1 mo
AUM
₹53.78 Cr
₹8.03 Cr
Alpha – 1 Year
−3.04%
6.76%
Alpha – 3 Years
1.82%
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Information Ratio – 3 Years
0.34
0.20
Volatility – 1 Year
15.80%
13.65%
Volatility – 3 Years
15.64%
9.67%
Beta – 1 Year
0.86
1.23
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.15
0.60
Sharpe Ratio – 3 Years
0.71
0.77
Worst Rolling Year
15.78%
11.57%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−18.40%
−12.95%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
13.65%
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) · 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
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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% / – / –