Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Kotak Pioneer Model Strategy Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
1.96%
6 Months
23.62%
−0.83%
1 Year
21.42%
14.95%
3 Years
14.56%
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5 Years
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Since Inception
16.17%
15.45%
Fund Age
3 yrs 1 mo
4 yrs 1 mo
AUM
₹77.6 Cr
₹67.74 Cr
Alpha – 1 Year
16.70%
8.24%
Alpha – 3 Years
2.47%
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Information Ratio – 3 Years
0.32
0.30
Volatility – 1 Year
21.73%
16.48%
Volatility – 3 Years
20.33%
12.47%
Beta – 1 Year
1.06
1.58
Beta – 3 Years
1.05
1.45
Sharpe Ratio – 1 Year
0.76
0.60
Sharpe Ratio – 3 Years
0.52
0.77
Worst Rolling Year
14.63%
13.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−24.36%
−14.92%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
16.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
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Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –