Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.54%
6 Months
−0.83%
22.22%
1 Year
14.95%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
15.45%
20.11%
Fund Age
4 yrs 1 mo
3 yrs 4 mo
AUM
₹67.74 Cr
₹135.39 Cr
Alpha – 1 Year
8.24%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
16.48%
34.13%
Volatility – 3 Years
12.47%
22.86%
Beta – 1 Year
1.58
2.68
Beta – 3 Years
1.45
—
Sharpe Ratio – 1 Year
0.60
0.49
Sharpe Ratio – 3 Years
0.77
0.52
Worst Rolling Year
13.91%
12.96%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−14.92%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
15.16%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%