Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
−0.83%
0.57%
1 Year
14.95%
—
3 Years
—
—
5 Years
—
—
Since Inception
15.45%
2.03%
Fund Age
4 yrs 1 mo
7 mo
AUM
₹67.74 Cr
₹0.29 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 17% · M 21% · S 6%
Number of Stocks
—
20
Portfolio P/E
—
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
—
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%