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Kotak Pioneer Model Strategy Conservative vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Conservative
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.76%
3.12%
6 Months
−3.76%
8.08%
1 Year
22.86%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
13.01%
19.84%
Fund Age
4 yrs 1 mo
6 yrs 11 mo
AUM
₹1.16 Cr
₹3.18 Cr
Alpha – 1 Year
16.15%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
0.30
0.60
Volatility – 1 Year
15.51%
19.93%
Volatility – 3 Years
9.32%
18.09%
Beta – 1 Year
0.62
1.12
Beta – 3 Years
0.45
1.14
Sharpe Ratio – 1 Year
1.06
0.31
Sharpe Ratio – 3 Years
0.93
0.60
Worst Rolling Year
9.06%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−13.67%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.57%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –