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AMETRA - FACTORINCOME PMS vs Kotak Pioneer Model Strategy Moderate

AMETRA - FACTORINCOME PMS

Kotak Pioneer Model Strategy Moderate

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Growth of ₹1 Crore

AMETRA - FACTORINCOME PMS

Kotak Pioneer Model Strategy Moderate

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 6.8%

AMETRA - FACTORINCOME PMS

9.9% • vol 6.8%

Kotak Pioneer Model Strategy Moderate

13.5% • vol 13.7%

10%

20%

Volatility • 1 yr deviation

1 Month

0.10%

1.38%

6 Months

−0.94%

−0.96%

1 Year

9.87%

13.47%

3 Years

—

5 Years

—

Since Inception

5.98%

13.04%

Fund Age

1 yr 10 mo

4 yrs 1 mo

AUM

₹18.36 Cr

₹8.03 Cr

Alpha – 1 Year

3.02%

6.76%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.20

Volatility – 1 Year

6.77%

13.65%

Volatility – 3 Years

—

9.67%

Beta – 1 Year

0.61

1.23

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

0.65

0.60

Sharpe Ratio – 3 Years

—

0.77

Worst Rolling Year

—

11.57%

Value at Worst Rolling Year

—

₹1.12 Cr

Deepest Drawdown

−90.18%

−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

—

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

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

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