Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
MASK Prime Picks
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.74%
6 Months
−0.83%
3.03%
1 Year
14.95%
3.99%
3 Years
—
8.85%
5 Years
—
8.35%
Since Inception
15.45%
10.50%
Fund Age
4 yrs 1 mo
8 yrs 2 mo
AUM
₹67.74 Cr
₹274.26 Cr
Alpha – 1 Year
8.24%
−0.73%
Alpha – 3 Years
—
−3.23%
Information Ratio – 3 Years
0.30
-0.72
Volatility – 1 Year
16.48%
15.72%
Volatility – 3 Years
12.47%
15.15%
Beta – 1 Year
1.58
0.89
Beta – 3 Years
1.45
0.94
Sharpe Ratio – 1 Year
0.60
-0.08
Sharpe Ratio – 3 Years
0.77
0.27
Worst Rolling Year
13.91%
7.13%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−14.92%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 48% · M 27% · S 18%
Number of Stocks
—
40
Portfolio P/E
—
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
—
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%