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Kotak Pioneer Model Strategy Aggressive vs Vallum Multi Activa Strategy

Kotak Pioneer Model Strategy Aggressive

Vallum Multi Activa Strategy

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Growth of ₹1 Crore

Kotak Pioneer Model Strategy Aggressive

Vallum Multi Activa Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 6.7%

Kotak Pioneer Model Strategy Aggressive

14.9% • vol 16.5%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.96%

1.82%

6 Months

−0.83%

3.61%

1 Year

14.95%

28.29%

3 Years

—

5 Years

—

Since Inception

15.45%

23.99%

Fund Age

4 yrs 1 mo

19 mo

AUM

₹67.74 Cr

₹14.97 Cr

Alpha – 1 Year

8.24%

20.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

0.30

—

Volatility – 1 Year

16.48%

13.84%

Volatility – 3 Years

12.47%

—

Beta – 1 Year

1.58

0.77

Beta – 3 Years

1.45

—

Sharpe Ratio – 1 Year

0.60

1.50

Sharpe Ratio – 3 Years

0.77

—

Worst Rolling Year

13.91%

—

Value at Worst Rolling Year

₹1.14 Cr

—

Deepest Drawdown

−14.92%

−7.02%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

16.42%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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