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Helios India Emerging Star Portfolio vs Kotak Pioneer Model Strategy Conservative

Helios India Emerging Star Portfolio

Kotak Pioneer Model Strategy Conservative

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Growth of ₹1 Crore

Helios India Emerging Star Portfolio

Kotak Pioneer Model Strategy Conservative

Return for the risk

1 yr return

15%

20%

25%

30%

Kotak Pioneer Model Strategy Conservative

22.9% • vol 15.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.37%

0.76%

6 Months

—

−3.76%

1 Year

—

22.86%

3 Years

—

5 Years

—

Since Inception

23.98%

13.01%

Fund Age

4 mo

4 yrs 1 mo

AUM

₹8.52 Cr

₹1.16 Cr

Alpha – 1 Year

—

16.15%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.30

Volatility – 1 Year

—

15.51%

Volatility – 3 Years

—

9.32%

Beta – 1 Year

—

0.62

Beta – 3 Years

—

0.45

Sharpe Ratio – 1 Year

—

1.06

Sharpe Ratio – 3 Years

—

0.93

Worst Rolling Year

—

9.06%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−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

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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