Compare Schemes

EquiPoise Emerging Stars vs Kotak Pioneer Model Strategy Conservative

EquiPoise Emerging Stars

Kotak Pioneer Model Strategy Conservative

Add Scheme

Growth of ₹1 Crore

EquiPoise Emerging Stars

Kotak Pioneer Model Strategy Conservative

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 4.7%

EquiPoise Emerging Stars

13.3% • vol 24%

Kotak Pioneer Model Strategy Conservative

22.9% • vol 15.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.56%

0.76%

6 Months

15.23%

−3.76%

1 Year

13.25%

22.86%

3 Years

—

5 Years

—

Since Inception

0.69%

13.01%

Fund Age

19 mo

4 yrs 1 mo

AUM

₹9.38 Cr

₹1.16 Cr

Alpha – 1 Year

8.53%

16.15%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.30

Volatility – 1 Year

23.97%

15.51%

Volatility – 3 Years

—

9.32%

Beta – 1 Year

1.23

0.62

Beta – 3 Years

—

0.45

Sharpe Ratio – 1 Year

0.41

1.06

Sharpe Ratio – 3 Years

—

0.93

Worst Rolling Year

—

9.06%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

−19.23%

−13.67%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

14.57%

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)

3% / 2% / 1%

1% / – / –

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.