Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
Kotak Pioneer Model Strategy Moderate
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
1.38%
6 Months
20.10%
−0.96%
1 Year
15.30%
13.47%
3 Years
16.40%
—
5 Years
14.80%
—
Since Inception
22.20%
13.04%
Fund Age
14 yrs 10 mo
4 yrs 1 mo
AUM
₹454.6 Cr
₹8.03 Cr
Alpha – 1 Year
10.60%
6.76%
Alpha – 3 Years
4.30%
—
Information Ratio – 3 Years
0.46
0.20
Volatility – 1 Year
22.61%
13.65%
Volatility – 3 Years
21.60%
9.67%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.50
0.60
Sharpe Ratio – 3 Years
0.56
0.77
Worst Rolling Year
-9.11%
11.57%
Value at Worst Rolling Year
₹0.91 Cr
₹1.12 Cr
Deepest Drawdown
−24.77%
−12.95%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
95.79%
100.00%
Median Rolling Year
24.63%
13.65%
5-Year Rolling Windows Positive
99.16%
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Market-Cap Mix
L 1% · M 29% · S 69%
—
Number of Stocks
222
—
Portfolio P/E
—
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
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%
Top Sectors
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –