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Clearview Long Term Partners Fund vs Kotak Pioneer Model Strategy Moderate

Clearview Long Term Partners Fund

Kotak Pioneer Model Strategy Moderate

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Growth of ₹1 Crore

Clearview Long Term Partners Fund

Kotak Pioneer Model Strategy Moderate

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 4.7%

Clearview Long Term Partners Fund

25% • vol 23.9%

Kotak Pioneer Model Strategy Moderate

13.5% • vol 13.7%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.26%

1.38%

6 Months

25.12%

−0.96%

1 Year

25.00%

13.47%

3 Years

—

5 Years

—

Since Inception

19.44%

13.04%

Fund Age

1 yr 10 mo

4 yrs 1 mo

AUM

₹50.95 Cr

₹8.03 Cr

Alpha – 1 Year

20.28%

6.76%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.20

Volatility – 1 Year

23.93%

13.65%

Volatility – 3 Years

—

9.67%

Beta – 1 Year

1.23

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

0.83

0.60

Sharpe Ratio – 3 Years

—

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

—

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

3.00% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / – / –

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