Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−3.15%
1.96%
6 Months
−3.43%
−0.83%
1 Year
−2.53%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
−8.11%
15.45%
Fund Age
1 yr 10 mo
4 yrs 1 mo
AUM
₹21.08 Cr
₹67.74 Cr
Alpha – 1 Year
−7.25%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
13.73%
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
0.74
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
-0.50
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.00%
−14.92%
Recovery Period
Not yet recovered
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –