Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−6.06%
1.96%
6 Months
14.81%
−0.83%
1 Year
—
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
6.62%
15.45%
Fund Age
7 mo
4 yrs 1 mo
AUM
₹376.54 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 2% · M 28% · S 68%
—
Number of Stocks
33
—
Portfolio P/E
—
—
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
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
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –