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Kotak Pioneer Model Strategy Conservative vs Northern Arc Credit Opportunities Strategy

Kotak Pioneer Model Strategy Conservative

Northern Arc Credit Opportunities Strategy

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Growth of ₹1 Crore

Kotak Pioneer Model Strategy Conservative

Northern Arc Credit Opportunities Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 6.7%

Kotak Pioneer Model Strategy Conservative

22.9% • vol 15.5%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.76%

1.23%

6 Months

−3.76%

5.08%

1 Year

22.86%

12.24%

3 Years

—

5 Years

—

Since Inception

13.01%

11.71%

Fund Age

4 yrs 1 mo

2 yrs 7 mo

AUM

₹1.16 Cr

₹6.47 Cr

Alpha – 1 Year

16.15%

2.34%

Alpha – 3 Years

—

Information Ratio – 3 Years

0.30

—

Volatility – 1 Year

15.51%

1.78%

Volatility – 3 Years

9.32%

—

Beta – 1 Year

0.62

0.39

Beta – 3 Years

0.45

—

Sharpe Ratio – 1 Year

1.06

3.43

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%

MIDLAND MICROFIN LIMITED · 52.82%

Spandana Sphoorty Financial Limited · 29.77%

Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%

Krazybee Services Private Limited · 4.36%

Top Sectors

—

Others · 13.05%

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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