Portfolio Management Services (PMS)Compare Schemes
Kotak Pioneer Model Strategy Aggressive vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Kotak Pioneer Model Strategy Aggressive
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
0.25%
6 Months
−0.83%
15.19%
1 Year
14.95%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
15.45%
25.09%
Fund Age
4 yrs 1 mo
3 yrs 5 mo
AUM
₹67.74 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.24%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
0.30
0.62
Volatility – 1 Year
16.48%
21.54%
Volatility – 3 Years
12.47%
22.15%
Beta – 1 Year
1.58
1.06
Beta – 3 Years
1.45
1.15
Sharpe Ratio – 1 Year
0.60
-0.01
Sharpe Ratio – 3 Years
0.77
0.68
Worst Rolling Year
13.91%
19.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−14.92%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.42%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%