Kotak Pioneer Model Strategy Investment Approach Conservative

Multi Asset

Kotak Mahindra Asset Management Company Ltd

1 Month

+1.69%

6 Months

-1.53%

1 Year

+26.48%

3 Years

+15.07%

5 Years

-

Since Inception

+13.19%

AUM

₹1 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.79%

Sharpe Ratio

0.96

Sortino Ratio

1.03

Max Drawdown

-7.83%

Beta

0.21

Alpha

+6.78%

Information Ratio

-0.02

Tracking Error

14.21%

Calmar Ratio

1.97

Up Capture

38.8%

Down Capture

-32.6%

Win Rate

75.6%

Best Month

+10.00%

Worst Month

-7.25%