Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Kotak Pioneer Model Strategy Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.96%
6 Months
32.15%
−0.83%
1 Year
16.77%
14.95%
3 Years
19.00%
—
5 Years
20.10%
—
Since Inception
27.01%
15.45%
Fund Age
6 yrs 10 mo
4 yrs 1 mo
AUM
₹247.64 Cr
₹67.74 Cr
Alpha – 1 Year
13.79%
8.24%
Alpha – 3 Years
7.10%
—
Information Ratio – 3 Years
0.30
0.30
Volatility – 1 Year
39.13%
16.48%
Volatility – 3 Years
29.47%
12.47%
Beta – 1 Year
1.87
1.58
Beta – 3 Years
1.36
1.45
Sharpe Ratio – 1 Year
0.42
0.60
Sharpe Ratio – 3 Years
0.55
0.77
Worst Rolling Year
15.03%
13.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−35.86%
−14.92%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –