Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.12%
6 Months
−0.83%
9.15%
1 Year
14.95%
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
15.45%
17.99%
Fund Age
4 yrs 1 mo
3 yrs 4 mo
AUM
₹67.74 Cr
₹113.51 Cr
Alpha – 1 Year
8.24%
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
0.30
0.97
Volatility – 1 Year
16.48%
21.57%
Volatility – 3 Years
12.47%
16.25%
Beta – 1 Year
1.58
1.26
Beta – 3 Years
1.45
1.09
Sharpe Ratio – 1 Year
0.60
0.37
Sharpe Ratio – 3 Years
0.77
0.63
Worst Rolling Year
13.91%
14.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−14.92%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 33% · M 28% · S 38%
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%
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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%