Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Ksema - Future Frontier Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.96%
3.35%
6 Months
−0.83%
27.55%
1 Year
14.95%
—
3 Years
—
—
5 Years
—
—
Since Inception
15.45%
23.98%
Fund Age
4 yrs 1 mo
7 mo
AUM
₹67.74 Cr
₹3.83 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 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%