Portfolio Management Services (PMS)Compare Schemes
GSC Smart Core Portfolio vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
GSC Smart Core Portfolio
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.76%
1.96%
6 Months
8.27%
−0.83%
1 Year
—
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
29.93%
15.45%
Fund Age
8 mo
4 yrs 1 mo
AUM
₹97.36 Cr
₹67.74 Cr
Alpha – 1 Year
—
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
—
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
—
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
—
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−14.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 24% · M 76%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
Capital Goods · 26.00%
Others · 20.00%
Financial Services · 17.00%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –