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Kotak Pioneer Model Strategy Moderate vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Moderate
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.38%
4.41%
6 Months
−0.96%
0.07%
1 Year
13.47%
4.08%
3 Years
—
6.47%
5 Years
—
—
Since Inception
13.04%
11.08%
Fund Age
4 yrs 1 mo
6 yrs 6 mo
AUM
₹8.03 Cr
₹1.91 Cr
Alpha – 1 Year
6.76%
4.51%
Alpha – 3 Years
—
−2.09%
Information Ratio – 3 Years
0.20
-0.44
Volatility – 1 Year
13.65%
16.64%
Volatility – 3 Years
9.67%
14.35%
Beta – 1 Year
1.23
0.98
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.60
-0.01
Sharpe Ratio – 3 Years
0.77
0.13
Worst Rolling Year
11.57%
5.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.06 Cr
Deepest Drawdown
−12.95%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.65%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –