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Kotak Pioneer Model Strategy Aggressive vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.29%
6 Months
−0.83%
2.17%
1 Year
14.95%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
15.45%
19.80%
Fund Age
4 yrs 1 mo
7 yrs 3 mo
AUM
₹67.74 Cr
₹7.19 Cr
Alpha – 1 Year
8.24%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
0.30
1.22
Volatility – 1 Year
16.48%
19.38%
Volatility – 3 Years
12.47%
16.31%
Beta – 1 Year
1.58
1.18
Beta – 3 Years
1.45
1.13
Sharpe Ratio – 1 Year
0.60
0.17
Sharpe Ratio – 3 Years
0.77
0.62
Worst Rolling Year
13.91%
14.31%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−14.92%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –