Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.10%
6 Months
−0.83%
4.24%
1 Year
14.95%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
15.45%
20.65%
Fund Age
4 yrs 1 mo
5 yrs
AUM
₹67.74 Cr
₹88.27 Cr
Alpha – 1 Year
8.24%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
0.30
1.38
Volatility – 1 Year
16.48%
20.96%
Volatility – 3 Years
12.47%
18.52%
Beta – 1 Year
1.58
1.12
Beta – 3 Years
1.45
1.04
Sharpe Ratio – 1 Year
0.60
0.60
Sharpe Ratio – 3 Years
0.77
1.04
Worst Rolling Year
13.91%
21.72%
Value at Worst Rolling Year
₹1.14 Cr
₹1.22 Cr
Deepest Drawdown
−14.92%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 45% · S 35%
Number of Stocks
—
25
Portfolio P/E
—
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
—
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0.5% / 0% / 0%